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 | $41,914 | $46,674-10.2% | $117,472-64.3% | $68,494-38.8% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.37% | -14.52%-1.9pp | 29.74%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $536 | $1,505-64.4% | $4,176-87.2% | $2,596-79.4% |
| Participant deferral / active EE | $6,947 | $2,636+163.5% | $4,070+70.7% | $4,027+72.5% |
| Admin fee / account holder | $482 | $4,020-88.0% | $5,645-91.5% | $5,403-91.1% |