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 | $51,803 | $52,903-2.1% | $73,307-29.3% | $59,632-13.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -2.10% | 12.20%-14.3pp | 5.67%-7.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,997 | $1,909+57.0% | $3,237-7.4% | $2,203+36.1% |
| Participant deferral / active EE | $2,567 | $4,069-36.9% | $4,991-48.6% | $3,192-19.6% |
| Admin fee / account holder | $1,572 | $3,834-59.0% | $5,637-72.1% | $4,297-63.4% |