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 | $43,078 | $27,641+55.8% | $61,373-29.8% | $68,494-37.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.77% | -13.24%+3.5pp | 338.61%-348.4pp | -7.84%-1.9pp |
| Employer contribution / active EE | $3,638 | $695+423.0% | $1,159+213.8% | $2,596+40.1% |
| Participant deferral / active EE | $3,735 | $1,263+195.7% | $2,125+75.8% | $4,027-7.2% |
| Admin fee / account holder | $1,992 | $2,010-0.9% | $2,130-6.4% | $5,403-63.1% |