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 | $41,886 | $42,894-2.3% | $60,874-31.2% | $68,494-38.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.25% | -13.98%+1.7pp | 16.90%-29.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,814 | $1,978+42.3% | $2,701+4.2% | $2,596+8.4% |
| Participant deferral / active EE | $2,304 | $2,867-19.6% | $3,817-39.6% | $4,027-42.8% |
| Admin fee / account holder | $2,470 | $3,101-20.3% | $3,224-23.4% | $5,403-54.3% |