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 | $36,330 | $167,307-78.3% | $143,757-74.7% | $134,475-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.92% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,460 | $5,619-20.6% | $4,951-9.9% | $4,740-5.9% |
| Participant deferral / active EE | $8,654 | $6,446+34.3% | $5,637+53.5% | $6,400+35.2% |
| Admin fee / account holder | $35,219 | $18,088+94.7% | $14,673+140.0% | $11,426+208.2% |