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 | $37,079 | $81,900-54.7% | $119,609-69.0% | $68,494-45.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,150 | $2,693+17.0% | $4,232-25.6% | $2,596+21.3% |
| Participant deferral / active EE | $7,259 | $4,148+75.0% | $5,602+29.6% | $4,027+80.3% |
| Admin fee / account holder | $2,566 | $6,582-61.0% | $10,323-75.1% | $5,403-52.5% |