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 | $31,266 | $167,307-81.3% | $143,757-78.3% | $134,475-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.96% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,268 | $5,619-59.6% | $4,951-54.2% | $4,740-52.1% |
| Participant deferral / active EE | $3,474 | $6,446-46.1% | $5,637-38.4% | $6,400-45.7% |
| Admin fee / account holder | $1,186 | $18,088-93.4% | $14,673-91.9% | $11,426-89.6% |