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 | $41,253 | $43,723-5.6% | $121,196-66.0% | $64,186-35.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -7.58% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,232 | $1,296+72.2% | $4,022-44.5% | $2,381-6.2% |
| Participant deferral / active EE | $2,681 | $2,280+17.6% | $3,344-19.8% | $3,470-22.7% |
| Admin fee / account holder | $2,190 | $3,501-37.5% | $5,019-56.4% | $4,888-55.2% |