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 | $53,058 | $76,912-31.0% | $129,110-58.9% | $68,494-22.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.79% | -9.78%-6.0pp | -10.94%-4.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,893 | $3,243+174.3% | $5,052+76.0% | $2,596+242.5% |
| Participant deferral / active EE | $8,820 | $4,732+86.4% | $6,542+34.8% | $4,027+119.0% |
| Admin fee / account holder | $16,072 | $6,638+142.1% | $14,302+12.4% | $5,403+197.5% |