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 | $36,846 | $113,935-67.7% | $94,224-60.9% | $125,391-70.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.97% | 5.29%-6.3pp | 10.68%-11.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,698 | $4,727-64.1% | $3,587-52.7% | $4,866-65.1% |
| Participant deferral / active EE | $3,082 | $5,179-40.5% | $4,320-28.7% | $5,352-42.4% |
| Admin fee / account holder | $1,993 | $8,391-76.3% | $6,269-68.2% | $9,540-79.1% |