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 | $64,811 | $92,222-29.7% | $76,768-15.6% | $135,375-52.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.86% | 5.46%-9.3pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,848 | $3,216-11.4% | $2,485+14.6% | $4,779-40.4% |
| Participant deferral / active EE | $2,796 | $4,509-38.0% | $3,852-27.4% | $5,609-50.2% |
| Admin fee / account holder | $1,476 | $10,748-86.3% | $6,675-77.9% | $10,827-86.4% |