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 | $51,904 | $107,791-51.8% | $90,645-42.7% | $135,375-61.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.75% | -0.90%-1.9pp | 1.88%-4.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,286 | $3,018-57.4% | $2,532-49.2% | $4,779-73.1% |
| Participant deferral / active EE | $3,428 | $3,872-11.5% | $3,425+0.1% | $5,609-38.9% |
| Admin fee / account holder | $507 | $5,930-91.4% | $4,994-89.8% | $10,827-95.3% |