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 | $34,592 | $100,754-65.7% | $86,677-60.1% | $134,475-74.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.45% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,446 | $3,489-1.2% | $2,836+21.5% | $4,740-27.3% |
| Participant deferral / active EE | $7,747 | $5,338+45.1% | $4,656+66.4% | $6,400+21.1% |
| Admin fee / account holder | $3,375 | $10,926-69.1% | $7,493-55.0% | $11,426-70.5% |