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 | $37,191 | $83,908-55.7% | $68,509-45.7% | $125,391-70.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.06% | 14.48%-16.5pp | 8.27%-10.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $942 | $3,031-68.9% | $2,278-58.7% | $4,866-80.6% |
| Participant deferral / active EE | $1,542 | $4,125-62.6% | $3,382-54.4% | $5,352-71.2% |
| Admin fee / account holder | $4,077 | $8,982-54.6% | $5,275-22.7% | $9,540-57.3% |