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 | $54,738 | $92,222-40.6% | $76,768-28.7% | $135,375-59.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.76% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,431 | $3,216+37.8% | $2,485+78.3% | $4,779-7.3% |
| Participant deferral / active EE | $5,908 | $4,509+31.0% | $3,852+53.4% | $5,609+5.3% |
| Admin fee / account holder | $39,961 | $10,748+271.8% | $6,675+498.7% | $10,827+269.1% |