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 | $51,814 | $54,229-4.5% | $70,092-26.1% | $68,494-24.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.16% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,460 | $2,018+21.9% | $2,559-3.9% | $2,596-5.2% |
| Participant deferral / active EE | $4,707 | $2,956+59.3% | $3,849+22.3% | $4,027+16.9% |
| Admin fee / account holder | $2,506 | $4,694-46.6% | $6,267-60.0% | $5,403-53.6% |