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 | $57,965 | $105,860-45.2% | $90,749-36.1% | $134,475-56.9% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -16.15% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,013 | $3,462-41.9% | $2,921-31.1% | $4,740-57.5% |
| Participant deferral / active EE | $8,852 | $5,216+69.7% | $4,564+94.0% | $6,400+38.3% |
| Admin fee / account holder | $633 | $13,938-95.5% | $8,445-92.5% | $11,426-94.5% |