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 | $46,215 | $90,519-48.9% | $93,789-50.7% | $134,475-65.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.67% | -15.72%+1.0pp | -11.33%-3.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,748 | $4,343-36.7% | $4,323-36.4% | $4,740-42.0% |
| Participant deferral / active EE | $6,686 | $5,978+11.8% | $6,094+9.7% | $6,400+4.5% |
| Admin fee / account holder | $4,060 | $9,252-56.1% | $7,195-43.6% | $11,426-64.5% |