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 | $40,058 | $158,817-74.8% | $121,196-66.9% | $135,375-70.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.80% | -0.64%-8.2pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,222 | $5,665-7.8% | $4,022+29.8% | $4,779+9.3% |
| Participant deferral / active EE | $1,480 | $4,005-63.0% | $3,344-55.7% | $5,609-73.6% |
| Admin fee / account holder | $4,656 | $6,512-28.5% | $5,019-7.2% | $10,827-57.0% |