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 | $51,619 | $158,817-67.5% | $121,196-57.4% | $135,375-61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.68% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,874 | $5,665-49.3% | $4,022-28.5% | $4,779-39.9% |
| Participant deferral / active EE | $4,635 | $4,005+15.7% | $3,344+38.6% | $5,609-17.4% |
| Admin fee / account holder | $7,181 | $6,512+10.3% | $5,019+43.1% | $10,827-33.7% |