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 | $50,177 | $73,867-32.1% | $143,757-65.1% | $68,494-26.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.20% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,075 | $3,184-34.8% | $4,951-58.1% | $2,596-20.1% |
| Participant deferral / active EE | $2,884 | $3,384-14.8% | $5,637-48.8% | $4,027-28.4% |
| Admin fee / account holder | $6,328 | $5,755+10.0% | $14,673-56.9% | $5,403+17.1% |