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 | $45,732 | $53,162-14.0% | $91,220-49.9% | $68,494-33.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -9.12% | -3.14%-6.0pp | 114.01%-123.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $3,766 | $1,709+120.3% | $2,850+32.1% | $2,596+45.1% |
| Participant deferral / active EE | $1,159 | $2,974-61.0% | $4,234-72.6% | $4,027-71.2% |
| Admin fee / account holder | $775 | $4,493-82.8% | $5,420-85.7% | $5,403-85.7% |