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 | $52,242 | $54,229-3.7% | $70,092-25.5% | $68,494-23.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.23% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,236 | $2,018+60.4% | $2,559+26.5% | $2,596+24.7% |
| Participant deferral / active EE | $2,417 | $2,956-18.2% | $3,849-37.2% | $4,027-40.0% |
| Admin fee / account holder | $5,378 | $4,694+14.6% | $6,267-14.2% | $5,403-0.5% |