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 | $52,111 | $81,900-36.4% | $119,609-56.4% | $68,494-23.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.55% | -23.82%+13.3pp | -14.97%+4.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,773 | $2,693-34.2% | $4,232-58.1% | $2,596-31.7% |
| Participant deferral / active EE | $3,072 | $4,148-25.9% | $5,602-45.2% | $4,027-23.7% |
| Admin fee / account holder | $3,676 | $6,582-44.1% | $10,323-64.4% | $5,403-32.0% |