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 | $51,321 | $167,307-69.3% | $143,757-64.3% | $134,475-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.80% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,252 | $5,619-59.9% | $4,951-54.5% | $4,740-52.5% |
| Participant deferral / active EE | $5,113 | $6,446-20.7% | $5,637-9.3% | $6,400-20.1% |
| Admin fee / account holder | $897 | $18,088-95.0% | $14,673-93.9% | $11,426-92.2% |