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 | $46,360 | $73,867-37.2% | $143,757-67.8% | $68,494-32.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.56% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,721 | $3,184-45.9% | $4,951-65.2% | $2,596-33.7% |
| Participant deferral / active EE | $2,647 | $3,384-21.8% | $5,637-53.0% | $4,027-34.3% |
| Admin fee / account holder | $14,172 | $5,755+146.3% | $14,673-3.4% | $5,403+162.3% |