See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,307 | $42,383-19.1% | $76,523-55.2% | $64,186-46.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -3.54% | -16.54%+13.0pp | -0.27%-3.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,748 | $1,563+11.8% | $2,647-34.0% | $2,381-26.6% |
| Participant deferral / active EE | $3,646 | $2,566+42.1% | $3,835-4.9% | $3,470+5.1% |
| Admin fee / account holder | $12,358 | $3,198+286.4% | $4,848+154.9% | $4,888+152.8% |