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 7-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 | $49,772 | $142,344-65.0% | $119,609-58.4% | $134,475-63.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | -12.44%-4.8pp | -14.97%-2.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,887 | $5,222-6.4% | $4,232+15.5% | $4,740+3.1% |
| Participant deferral / active EE | $9,194 | $6,469+42.1% | $5,602+64.1% | $6,400+43.7% |
| Admin fee / account holder | $1,771 | $13,584-87.0% | $10,323-82.8% | $11,426-84.5% |