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 | $34,777 | $71,883-51.6% | $86,677-59.9% | $68,494-49.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.58% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,660 | $2,173+68.5% | $2,836+29.0% | $2,596+41.0% |
| Participant deferral / active EE | $2,498 | $3,779-33.9% | $4,656-46.3% | $4,027-38.0% |
| Admin fee / account holder | $2,993 | $6,112-51.0% | $7,493-60.1% | $5,403-44.6% |