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 | $44,056 | $64,707-31.9% | $112,228-60.7% | $68,494-35.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.38% | -11.40%-2.0pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,384 | $2,746-13.2% | $3,635-34.4% | $2,596-8.2% |
| Participant deferral / active EE | $1,555 | $3,565-56.4% | $4,728-67.1% | $4,027-61.4% |
| Admin fee / account holder | $6,812 | $5,232+30.2% | $6,410+6.3% | $5,403+26.1% |