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 | $51,098 | $95,862-46.7% | $79,550-35.8% | $134,475-62.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.17% | -2.69%-13.5pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,060 | $3,128-2.2% | $2,413+26.8% | $4,740-35.4% |
| Participant deferral / active EE | $7,945 | $4,693+69.3% | $3,985+99.4% | $6,400+24.1% |
| Admin fee / account holder | $1,817 | $9,126-80.1% | $6,832-73.4% | $11,426-84.1% |