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 | $50,123 | $72,404-30.8% | $110,238-54.5% | $64,186-21.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.22% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,004 | $2,282-12.2% | $3,826-47.6% | $2,381-15.8% |
| Participant deferral / active EE | $2,244 | $3,469-35.3% | $4,672-52.0% | $3,470-35.3% |
| Admin fee / account holder | $1,784 | $5,664-68.5% | $8,547-79.1% | $4,888-63.5% |