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 | $41,427 | $49,280-15.9% | $67,313-38.5% | $64,186-35.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.31% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,987 | $1,668+79.0% | $2,566+16.4% | $2,381+25.4% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $424 | $3,863-89.0% | $4,507-90.6% | $4,888-91.3% |