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 | $55,946 | $95,862-41.6% | $79,550-29.7% | $134,475-58.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.81% | -2.69%-10.1pp | 0.16%-13.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,991 | $3,128-4.4% | $2,413+23.9% | $4,740-36.9% |
| Participant deferral / active EE | $5,943 | $4,693+26.6% | $3,985+49.1% | $6,400-7.1% |
| Admin fee / account holder | $9,434 | $9,126+3.4% | $6,832+38.1% | $11,426-17.4% |