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 | $42,877 | $76,912-44.3% | $129,110-66.8% | $68,494-37.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -0.52% | -9.78%+9.3pp | -10.94%+10.4pp | -7.84%+7.3pp |
| Employer contribution / active EE | $3,644 | $3,243+12.4% | $5,052-27.9% | $2,596+40.3% |
| Participant deferral / active EE | $4,667 | $4,732-1.4% | $6,542-28.7% | $4,027+15.9% |
| Admin fee / account holder | $4,515 | $6,638-32.0% | $14,302-68.4% | $5,403-16.4% |