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 | $39,886 | $140,588-71.6% | $123,104-67.6% | $125,391-68.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.35% | 16.80%-17.1pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $4,334 | $6,041-28.3% | $5,151-15.9% | $4,866-10.9% |
| Participant deferral / active EE | $7,299 | $6,980+4.6% | $6,230+17.2% | $5,352+36.4% |
| Admin fee / account holder | $2,808 | $11,198-74.9% | $9,015-68.8% | $9,540-70.6% |