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 | $39,653 | $95,862-58.6% | $79,550-50.2% | $134,475-70.5% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -14.81% | -2.69%-12.1pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,213 | $3,128-29.3% | $2,413-8.3% | $4,740-53.3% |
| Participant deferral / active EE | $7,138 | $4,693+52.1% | $3,985+79.1% | $6,400+11.5% |
| Admin fee / account holder | $462 | $9,126-94.9% | $6,832-93.2% | $11,426-96.0% |