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 | $55,274 | $53,162+4.0% | $91,220-39.4% | $68,494-19.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -9.76% | -3.14%-6.6pp | 114.01%-123.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $2,543 | $1,709+48.8% | $2,850-10.8% | $2,596-2.0% |
| Participant deferral / active EE | $5,940 | $2,974+99.8% | $4,234+40.3% | $4,027+47.5% |
| Admin fee / account holder | $7,092 | $4,493+57.8% | $5,420+30.9% | $5,403+31.3% |