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 | $28,992 | $42,894-32.4% | $60,874-52.4% | $68,494-57.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.18% | -13.98%+1.8pp | 16.90%-29.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,414 | $1,978+72.6% | $2,701+26.4% | $2,596+31.5% |
| Participant deferral / active EE | $5,735 | $2,867+100.0% | $3,817+50.3% | $4,027+42.4% |
| Admin fee / account holder | $3,669 | $3,101+18.3% | $3,224+13.8% | $5,403-32.1% |