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 | $43,459 | $117,690-63.1% | $71,735-39.4% | $134,475-67.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -15.79% | 25.44%-41.2pp | 9.14%-24.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $265 | $2,525-89.5% | $1,704-84.5% | $4,740-94.4% |
| Participant deferral / active EE | $2,346 | $3,759-37.6% | $2,658-11.8% | $6,400-63.4% |
| Admin fee / account holder | $2,114 | $6,379-66.9% | $3,974-46.8% | $11,426-81.5% |