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 | $57,161 | $82,286-30.5% | $68,791-16.9% | $134,475-57.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.08% | -2.19%-15.9pp | -6.38%-11.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,448 | $3,301-25.8% | $2,655-7.8% | $4,740-48.4% |
| Participant deferral / active EE | $4,928 | $4,739+4.0% | $3,941+25.0% | $6,400-23.0% |
| Admin fee / account holder | $857 | $6,481-86.8% | $4,932-82.6% | $11,426-92.5% |