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 | $44,843 | $167,307-73.2% | $143,757-68.8% | $134,475-66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,284 | $5,619-77.2% | $4,951-74.1% | $4,740-72.9% |
| Participant deferral / active EE | $2,526 | $6,446-60.8% | $5,637-55.2% | $6,400-60.5% |
| Admin fee / account holder | $2,845 | $18,088-84.3% | $14,673-80.6% | $11,426-75.1% |