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 | $38,803 | $43,327-10.4% | $59,878-35.2% | $64,186-39.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.28% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,360 | $2,028+16.4% | $2,722-13.3% | $2,381-0.9% |
| Participant deferral / active EE | $3,106 | $2,546+22.0% | $3,402-8.7% | $3,470-10.5% |
| Admin fee / account holder | $6,096 | $3,005+102.9% | $3,590+69.8% | $4,888+24.7% |