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 | $58,785 | $99,032-40.6% | $80,019-26.5% | $135,375-56.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.98% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,809 | $3,043-40.5% | $2,468-26.7% | $4,779-62.1% |
| Participant deferral / active EE | $2,981 | $4,282-30.4% | $3,686-19.1% | $5,609-46.8% |
| Admin fee / account holder | $6,494 | $10,436-37.8% | $6,521-0.4% | $10,827-40.0% |