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 | $55,614 | $113,935-51.2% | $94,224-41.0% | $125,391-55.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.00% | 5.29%-8.3pp | 10.68%-13.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,546 | $4,727-67.3% | $3,587-56.9% | $4,866-68.2% |
| Participant deferral / active EE | $4,601 | $5,179-11.1% | $4,320+6.5% | $5,352-14.0% |
| Admin fee / account holder | $404 | $8,391-95.2% | $6,269-93.6% | $9,540-95.8% |