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 9-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 | $51,898 | $87,540-40.7% | $75,781-31.5% | $125,391-58.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.36% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,369 | $3,930-14.3% | $3,323+1.4% | $4,866-30.8% |
| Participant deferral / active EE | $4,506 | $4,229+6.6% | $3,651+23.4% | $5,352-15.8% |
| Admin fee / account holder | $6,273 | $6,502-3.5% | $5,299+18.4% | $9,540-34.3% |