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 | $47,569 | $97,044-51.0% | $83,333-42.9% | $135,375-64.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.36% | 12.31%-21.7pp | 10.63%-20.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,389 | $4,143-18.2% | $3,379+0.3% | $4,779-29.1% |
| Participant deferral / active EE | $11,042 | $5,964+85.1% | $5,565+98.4% | $5,609+96.9% |
| Admin fee / account holder | $4,631 | $8,380-44.7% | $7,510-38.3% | $10,827-57.2% |