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 | $39,736 | $167,307-76.2% | $143,757-72.4% | $134,475-70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.76% | 0.46%-5.2pp | -0.04%-4.7pp | 417.96%-422.7pp |
| Employer contribution / active EE | $4,073 | $5,619-27.5% | $4,951-17.7% | $4,740-14.1% |
| Participant deferral / active EE | $5,507 | $6,446-14.6% | $5,637-2.3% | $6,400-13.9% |
| Admin fee / account holder | $1,361 | $18,088-92.5% | $14,673-90.7% | $11,426-88.1% |