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 | $55,032 | $71,883-23.4% | $86,677-36.5% | $68,494-19.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.94% | 3.52%-17.5pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,714 | $2,173+70.9% | $2,836+30.9% | $2,596+43.0% |
| Participant deferral / active EE | $3,914 | $3,779+3.6% | $4,656-15.9% | $4,027-2.8% |
| Admin fee / account holder | $3,432 | $6,112-43.8% | $7,493-54.2% | $5,403-36.5% |