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 | $59,445 | $211,958-72.0% | $169,463-64.9% | $135,375-56.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.76% | 3.26%-11.0pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,571 | $5,120-30.2% | $4,159-14.1% | $4,779-25.3% |
| Participant deferral / active EE | $2,329 | $6,075-61.7% | $5,277-55.9% | $5,609-58.5% |
| Admin fee / account holder | $1,172 | $11,471-89.8% | $9,109-87.1% | $10,827-89.2% |