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 | $44,572 | $167,484-73.4% | $151,611-70.6% | $134,475-66.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.81% | 7.80%-10.6pp | 3.33%-6.1pp | 417.96%-420.8pp |
| Employer contribution / active EE | $1,628 | $6,829-76.2% | $6,166-73.6% | $4,740-65.7% |
| Participant deferral / active EE | $3,257 | $8,986-63.8% | $8,363-61.1% | $6,400-49.1% |
| Admin fee / account holder | $2,963 | $13,783-78.5% | $11,616-74.5% | $11,426-74.1% |