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 | $50,545 | $69,010-26.8% | $159,960-68.4% | $68,494-26.2% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 67.9%+12.1pp |
| Annual return | -15.31% | -9.65%-5.7pp | 408.60%-423.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $574 | $2,213-74.1% | $4,226-86.4% | $2,596-77.9% |
| Participant deferral / active EE | $4,653 | $4,212+10.5% | $6,182-24.7% | $4,027+15.5% |
| Admin fee / account holder | $9,452 | $4,798+97.0% | $8,698+8.7% | $5,403+75.0% |