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 | $53,088 | $158,817-66.6% | $121,196-56.2% | $135,375-60.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.03% | -0.64%-2.4pp | 16.93%-20.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $7,518 | $5,665+32.7% | $4,022+86.9% | $4,779+57.3% |
| Participant deferral / active EE | $9,097 | $4,005+127.1% | $3,344+172.0% | $5,609+62.2% |
| Admin fee / account holder | $1,026 | $6,512-84.2% | $5,019-79.6% | $10,827-90.5% |