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 | $34,192 | $129,942-73.7% | $104,294-67.2% | $134,475-74.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | 42.03%-58.9pp | 24.61%-41.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,336 | $4,184-68.1% | $3,372-60.4% | $4,740-71.8% |
| Participant deferral / active EE | $4,287 | $5,588-23.3% | $4,625-7.3% | $6,400-33.0% |
| Admin fee / account holder | $3,943 | $9,323-57.7% | $7,339-46.3% | $11,426-65.5% |