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 | $63,662 | $99,032-35.7% | $80,019-20.4% | $135,375-53.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.66% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,234 | $3,043-59.5% | $2,468-50.0% | $4,779-74.2% |
| Participant deferral / active EE | $2,740 | $4,282-36.0% | $3,686-25.7% | $5,609-51.2% |
| Admin fee / account holder | $455 | $10,436-95.6% | $6,521-93.0% | $10,827-95.8% |