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 | $46,817 | $71,883-34.9% | $86,677-46.0% | $68,494-31.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.10% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,726 | $2,173+117.5% | $2,836+66.6% | $2,596+82.0% |
| Participant deferral / active EE | $3,916 | $3,779+3.6% | $4,656-15.9% | $4,027-2.8% |
| Admin fee / account holder | $3,129 | $6,112-48.8% | $7,493-58.2% | $5,403-42.1% |