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 | $47,369 | $100,754-53.0% | $86,677-45.3% | $134,475-64.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.04% | 29.04%-46.1pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,386 | $3,489-31.6% | $2,836-15.9% | $4,740-49.7% |
| Participant deferral / active EE | $6,001 | $5,338+12.4% | $4,656+28.9% | $6,400-6.2% |
| Admin fee / account holder | $1,426 | $10,926-87.0% | $7,493-81.0% | $11,426-87.5% |