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 | $56,857 | $69,518-18.2% | $59,878-5.0% | $135,375-58.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.25% | 7.94%-15.2pp | 3.46%-10.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,969 | $3,235-8.2% | $2,722+9.1% | $4,779-37.9% |
| Participant deferral / active EE | $4,338 | $4,206+3.1% | $3,402+27.5% | $5,609-22.7% |
| Admin fee / account holder | $470 | $5,734-91.8% | $3,590-86.9% | $10,827-95.7% |