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 | $45,873 | $127,386-64.0% | $115,037-60.1% | $125,391-63.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.42% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,002 | $5,166-61.2% | $4,608-56.6% | $4,866-58.9% |
| Participant deferral / active EE | $4,213 | $6,423-34.4% | $6,026-30.1% | $5,352-21.3% |
| Admin fee / account holder | $1,764 | $9,516-81.5% | $8,175-78.4% | $9,540-81.5% |