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 | $49,172 | $82,664-40.5% | $125,339-60.8% | $68,494-28.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -13.01% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,507 | $3,381-25.9% | $4,814-47.9% | $2,596-3.4% |
| Participant deferral / active EE | $5,644 | $6,110-7.6% | $7,446-24.2% | $4,027+40.2% |
| Admin fee / account holder | $3,818 | $6,275-39.2% | $10,010-61.9% | $5,403-29.3% |