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 | $38,202 | $43,327-11.8% | $59,878-36.2% | $64,186-40.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.30% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,915 | $2,028+43.7% | $2,722+7.1% | $2,381+22.4% |
| Participant deferral / active EE | $3,849 | $2,546+51.2% | $3,402+13.2% | $3,470+10.9% |
| Admin fee / account holder | $8,807 | $3,005+193.1% | $3,590+145.3% | $4,888+80.2% |