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 | $41,961 | $69,518-39.6% | $59,878-29.9% | $135,375-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.26% | 7.94%-11.2pp | 3.46%-6.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $4,615 | $3,235+42.7% | $2,722+69.6% | $4,779-3.4% |
| Participant deferral / active EE | $5,974 | $4,206+42.1% | $3,402+75.6% | $5,609+6.5% |
| Admin fee / account holder | $4,432 | $5,734-22.7% | $3,590+23.5% | $10,827-59.1% |