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 | $57,561 | $71,883-19.9% | $86,677-33.6% | $68,494-16.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.75% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,037 | $2,173-52.3% | $2,836-63.4% | $2,596-60.1% |
| Participant deferral / active EE | $3,178 | $3,779-15.9% | $4,656-31.7% | $4,027-21.1% |
| Admin fee / account holder | $2,050 | $6,112-66.5% | $7,493-72.6% | $5,403-62.1% |