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 | $42,733 | $53,162-19.6% | $91,220-53.2% | $68,494-37.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -14.87% | -3.14%-11.7pp | 114.01%-128.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,952 | $1,709+131.2% | $2,850+38.7% | $2,596+52.2% |
| Participant deferral / active EE | $5,082 | $2,974+70.9% | $4,234+20.0% | $4,027+26.2% |
| Admin fee / account holder | $3,180 | $4,493-29.2% | $5,420-41.3% | $5,403-41.1% |