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 | $64,565 | $92,222-30.0% | $76,768-15.9% | $135,375-52.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.45% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,008 | $3,216-6.5% | $2,485+21.0% | $4,779-37.1% |
| Participant deferral / active EE | $4,927 | $4,509+9.3% | $3,852+27.9% | $5,609-12.2% |
| Admin fee / account holder | $2,819 | $10,748-73.8% | $6,675-57.8% | $10,827-74.0% |