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 | $45,769 | $107,791-57.5% | $90,645-49.5% | $135,375-66.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -0.16% | -0.90%+0.7pp | 1.88%-2.0pp | 519.73%-519.9pp |
| Employer contribution / active EE | $4,782 | $3,018+58.4% | $2,532+88.9% | $4,779+0.1% |
| Participant deferral / active EE | $11,288 | $3,872+191.5% | $3,425+229.6% | $5,609+101.3% |
| Admin fee / account holder | $2,441 | $5,930-58.8% | $4,994-51.1% | $10,827-77.5% |