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 | $52,086 | $54,350-4.2% | $82,719-37.0% | $68,494-24.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.00% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,027 | $2,218-8.6% | $3,009-32.6% | $2,596-21.9% |
| Participant deferral / active EE | $4,914 | $3,246+51.4% | $4,395+11.8% | $4,027+22.0% |
| Admin fee / account holder | $4,929 | $4,395+12.1% | $5,329-7.5% | $5,403-8.8% |