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 | $43,900 | $50,958-13.9% | $74,550-41.1% | $64,186-31.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.04% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $962 | $1,115-13.7% | $1,961-50.9% | $2,381-59.6% |
| Participant deferral / active EE | $1,075 | $2,301-53.3% | $3,108-65.4% | $3,470-69.0% |
| Admin fee / account holder | $415 | $4,223-90.2% | $5,060-91.8% | $4,888-91.5% |