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 | $52,569 | $45,863+14.6% | $77,024-31.7% | $68,494-23.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.57% | 1.72%-17.3pp | 42.32%-57.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,167 | $1,650+92.0% | $2,812+12.6% | $2,596+22.0% |
| Participant deferral / active EE | $4,859 | $2,962+64.0% | $4,426+9.8% | $4,027+20.7% |
| Admin fee / account holder | $2,081 | $3,041-31.5% | $5,425-61.6% | $5,403-61.5% |