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 | $60,365 | $92,222-34.5% | $76,768-21.4% | $135,375-55.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.37% | 5.46%-7.8pp | 2.43%-4.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,888 | $3,216-41.3% | $2,485-24.0% | $4,779-60.5% |
| Participant deferral / active EE | $2,841 | $4,509-37.0% | $3,852-26.2% | $5,609-49.3% |
| Admin fee / account holder | $2,312 | $10,748-78.5% | $6,675-65.4% | $10,827-78.6% |