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 | $54,806 | $81,900-33.1% | $119,609-54.2% | $68,494-20.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.82% | -23.82%+5.0pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $6,166 | $2,693+128.9% | $4,232+45.7% | $2,596+137.5% |
| Participant deferral / active EE | $6,439 | $4,148+55.2% | $5,602+14.9% | $4,027+59.9% |
| Admin fee / account holder | $2,194 | $6,582-66.7% | $10,323-78.7% | $5,403-59.4% |