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 | $66,168 | $99,032-33.2% | $80,019-17.3% | $135,375-51.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.15% | 15.39%-18.5pp | 11.22%-14.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,052 | $3,043+33.1% | $2,468+64.2% | $4,779-15.2% |
| Participant deferral / active EE | $6,452 | $4,282+50.7% | $3,686+75.1% | $5,609+15.0% |
| Admin fee / account holder | $9,186 | $10,436-12.0% | $6,521+40.9% | $10,827-15.2% |