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 | $53,672 | $64,707-17.1% | $112,228-52.2% | $68,494-21.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.07% | -11.40%+1.3pp | 27.45%-37.5pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,588 | $2,746-5.7% | $3,635-28.8% | $2,596-0.3% |
| Participant deferral / active EE | $3,789 | $3,565+6.3% | $4,728-19.9% | $4,027-5.9% |
| Admin fee / account holder | $379 | $5,232-92.8% | $6,410-94.1% | $5,403-93.0% |