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 | $42,565 | $67,411-36.9% | $91,001-53.2% | $70,131-39.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,685 | $1,786-5.7% | $2,456-31.4% | $2,342-28.1% |
| Participant deferral / active EE | $1,644 | $2,823-41.8% | $3,547-53.7% | $3,332-50.7% |
| Admin fee / account holder | $1,613 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |