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 | $38,319 | $64,707-40.8% | $112,228-65.9% | $68,494-44.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.77% | -11.40%-1.4pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,990 | $2,746+81.7% | $3,635+37.3% | $2,596+92.2% |
| Participant deferral / active EE | $5,751 | $3,565+61.3% | $4,728+21.6% | $4,027+42.8% |
| Admin fee / account holder | $2,659 | $5,232-49.2% | $6,410-58.5% | $5,403-50.8% |