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 | $40,258 | $106,115-62.1% | $85,969-53.2% | $125,391-67.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.15% | 13.93%-15.1pp | 9.32%-10.5pp | 282.22%-283.4pp |
| Employer contribution / active EE | $954 | $4,537-79.0% | $3,474-72.6% | $4,866-80.4% |
| Participant deferral / active EE | $2,573 | $4,859-47.0% | $3,829-32.8% | $5,352-51.9% |
| Admin fee / account holder | $54,910 | $8,144+574.2% | $6,053+807.1% | $9,540+475.5% |