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 | $32,249 | $167,307-80.7% | $143,757-77.6% | $134,475-76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.74% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,476 | $5,619-73.7% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $3,660 | $6,446-43.2% | $5,637-35.1% | $6,400-42.8% |
| Admin fee / account holder | $32,786 | $18,088+81.3% | $14,673+123.4% | $11,426+186.9% |