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 | $47,679 | $167,307-71.5% | $143,757-66.8% | $134,475-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.51% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,336 | $5,619-58.4% | $4,951-52.8% | $4,740-50.7% |
| Participant deferral / active EE | $5,050 | $6,446-21.7% | $5,637-10.4% | $6,400-21.1% |
| Admin fee / account holder | $3,699 | $18,088-79.5% | $14,673-74.8% | $11,426-67.6% |