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 | $34,831 | $64,307-45.8% | $57,343-39.3% | $125,391-72.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.95% | 25.12%-28.1pp | 24.39%-27.3pp | 282.22%-285.2pp |
| Employer contribution / active EE | $5,259 | $3,193+64.7% | $2,689+95.6% | $4,866+8.1% |
| Participant deferral / active EE | $4,248 | $3,848+10.4% | $3,162+34.3% | $5,352-20.6% |
| Admin fee / account holder | $1,736 | $5,242-66.9% | $3,356-48.3% | $9,540-81.8% |