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 | $37,016 | $73,867-49.9% | $143,757-74.3% | $68,494-46.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.76% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,840 | $3,184-10.8% | $4,951-42.6% | $2,596+9.4% |
| Participant deferral / active EE | $3,168 | $3,384-6.4% | $5,637-43.8% | $4,027-21.3% |
| Admin fee / account holder | $906 | $5,755-84.2% | $14,673-93.8% | $5,403-83.2% |