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 | $52,831 | $67,214-21.4% | $61,491-14.1% | $134,475-60.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.84% | -12.08%-0.8pp | -12.98%+0.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,737 | $4,974-45.0% | $4,246-35.5% | $4,740-42.3% |
| Participant deferral / active EE | $5,864 | $6,103-3.9% | $5,188+13.0% | $6,400-8.4% |
| Admin fee / account holder | $7,541 | $4,610+63.6% | $4,312+74.9% | $11,426-34.0% |