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 | $42,145 | $167,307-74.8% | $143,757-70.7% | $134,475-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.78% | 0.46%-6.2pp | -0.04%-5.7pp | 417.96%-423.7pp |
| Employer contribution / active EE | $6,348 | $5,619+13.0% | $4,951+28.2% | $4,740+33.9% |
| Participant deferral / active EE | $2,996 | $6,446-53.5% | $5,637-46.9% | $6,400-53.2% |
| Admin fee / account holder | $61,856 | $18,088+242.0% | $14,673+321.6% | $11,426+441.4% |