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 | $54,937 | $92,222-40.4% | $76,768-28.4% | $135,375-59.4% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -2.07% | 5.46%-7.5pp | 2.43%-4.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,095 | $3,216-34.9% | $2,485-15.7% | $4,779-56.2% |
| Participant deferral / active EE | $8,520 | $4,509+89.0% | $3,852+121.2% | $5,609+51.9% |
| Admin fee / account holder | $22,151 | $10,748+106.1% | $6,675+231.8% | $10,827+104.6% |