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 | $51,765 | $49,177+5.3% | $79,464-34.9% | $64,186-19.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.29% | -1.16%-0.1pp | 718.14%-719.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $3,104 | $2,076+49.5% | $2,800+10.8% | $2,381+30.4% |
| Participant deferral / active EE | $5,336 | $2,821+89.1% | $3,704+44.1% | $3,470+53.8% |
| Admin fee / account holder | $3,329 | $3,839-13.3% | $5,113-34.9% | $4,888-31.9% |