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 | $51,586 | $73,004-29.3% | $90,749-43.2% | $68,494-24.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.68% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,985 | $2,193+81.7% | $2,921+36.4% | $2,596+53.5% |
| Participant deferral / active EE | $5,656 | $3,627+56.0% | $4,564+23.9% | $4,027+40.5% |
| Admin fee / account holder | $29,791 | $5,896+405.3% | $8,445+252.8% | $5,403+451.4% |