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 | $44,328 | $45,863-3.3% | $77,024-42.4% | $68,494-35.3% |
| Participation rate | 96.0% | 55.9%+40.1pp | 67.9%+28.1pp | 67.9%+28.1pp |
| Annual return | -19.54% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $7,465 | $1,650+352.5% | $2,812+165.4% | $2,596+187.5% |
| Participant deferral / active EE | $14,971 | $2,962+405.4% | $4,426+238.2% | $4,027+271.8% |
| Admin fee / account holder | $1,132 | $3,041-62.8% | $5,425-79.1% | $5,403-79.1% |