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 | $46,009 | $85,790-46.4% | $67,313-31.6% | $135,375-66.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.26% | -0.54%-4.7pp | -4.08%-1.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,811 | $3,487-19.4% | $2,566+9.6% | $4,779-41.2% |
| Participant deferral / active EE | $5,059 | $4,651+8.8% | $3,568+41.8% | $5,609-9.8% |
| Admin fee / account holder | $21,509 | $6,392+236.5% | $4,507+377.3% | $10,827+98.7% |