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 | $48,187 | $95,862-49.7% | $79,550-39.4% | $134,475-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.28% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,905 | $3,128-39.1% | $2,413-21.0% | $4,740-59.8% |
| Participant deferral / active EE | $1,585 | $4,693-66.2% | $3,985-60.2% | $6,400-75.2% |
| Admin fee / account holder | $2,977 | $9,126-67.4% | $6,832-56.4% | $11,426-73.9% |