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 | $49,794 | $52,519-5.2% | $155,790-68.0% | $59,632-16.5% |
| Participation rate | 70.7% | 61.7%+9.0pp | 76.1%-5.4pp | 68.7%+2.1pp |
| Annual return | -1.94% | 53.51%-55.4pp | 71.54%-73.5pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $602 | $1,589-62.1% | $3,836-84.3% | $2,203-72.7% |
| Participant deferral / active EE | $3,383 | $3,084+9.7% | $4,797-29.5% | $3,192+6.0% |
| Admin fee / account holder | $1,231 | $3,540-65.2% | $7,478-83.5% | $4,297-71.4% |