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 | $54,874 | $95,862-42.8% | $79,550-31.0% | $134,475-59.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.74% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,395 | $3,128+8.5% | $2,413+40.7% | $4,740-28.4% |
| Participant deferral / active EE | $8,201 | $4,693+74.8% | $3,985+105.8% | $6,400+28.1% |
| Admin fee / account holder | $800 | $9,126-91.2% | $6,832-88.3% | $11,426-93.0% |