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 | $44,449 | $45,863-3.1% | $77,024-42.3% | $68,494-35.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.70% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,884 | $1,650+74.8% | $2,812+2.6% | $2,596+11.1% |
| Participant deferral / active EE | $3,879 | $2,962+30.9% | $4,426-12.4% | $4,027-3.7% |
| Admin fee / account holder | $4,002 | $3,041+31.6% | $5,425-26.2% | $5,403-25.9% |