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 | $57,691 | $59,805-3.5% | $79,550-27.5% | $68,494-15.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.00% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,365 | $1,505-9.3% | $2,413-43.4% | $2,596-47.4% |
| Participant deferral / active EE | $3,523 | $3,024+16.5% | $3,985-11.6% | $4,027-12.5% |
| Admin fee / account holder | $1,500 | $4,835-69.0% | $6,832-78.1% | $5,403-72.2% |