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 | $34,807 | $95,862-63.7% | $79,550-56.2% | $134,475-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,743 | $3,128+19.7% | $2,413+55.1% | $4,740-21.0% |
| Participant deferral / active EE | $10,508 | $4,693+123.9% | $3,985+163.7% | $6,400+64.2% |
| Admin fee / account holder | $5,464 | $9,126-40.1% | $6,832-20.0% | $11,426-52.2% |