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 | $38,316 | $42,383-9.6% | $76,523-49.9% | $64,186-40.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -4.83% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,559 | $1,563+127.7% | $2,647+34.4% | $2,381+49.5% |
| Participant deferral / active EE | $7,706 | $2,566+200.3% | $3,835+100.9% | $3,470+122.1% |
| Admin fee / account holder | $6,967 | $3,198+117.9% | $4,848+43.7% | $4,888+42.5% |