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 | $46,127 | $82,286-43.9% | $68,791-32.9% | $134,475-65.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.71% | -2.19%-12.5pp | -6.38%-8.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,530 | $3,301+67.6% | $2,655+108.3% | $4,740+16.7% |
| Participant deferral / active EE | $9,233 | $4,739+94.8% | $3,941+134.3% | $6,400+44.3% |
| Admin fee / account holder | $12,798 | $6,481+97.5% | $4,932+159.5% | $11,426+12.0% |