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 | $40,621 | $49,177-17.4% | $79,464-48.9% | $64,186-36.7% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.6%+20.4pp |
| Annual return | -7.43% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,465 | $2,076+66.9% | $2,800+23.7% | $2,381+45.5% |
| Participant deferral / active EE | $2,449 | $2,821-13.2% | $3,704-33.9% | $3,470-29.4% |
| Admin fee / account holder | $13,888 | $3,839+261.8% | $5,113+171.6% | $4,888+184.1% |