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 | $40,390 | $167,484-75.9% | $151,611-73.4% | $134,475-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.64% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,761 | $6,829-74.2% | $6,166-71.4% | $4,740-62.9% |
| Participant deferral / active EE | $14,278 | $8,986+58.9% | $8,363+70.7% | $6,400+123.1% |
| Admin fee / account holder | $435 | $13,783-96.8% | $11,616-96.3% | $11,426-96.2% |