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 | $62,542 | $57,354+9.0% | $83,848-25.4% | $64,186-2.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.62% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,452 | $2,545-3.7% | $3,631-32.5% | $2,381+3.0% |
| Participant deferral / active EE | $4,388 | $2,993+46.6% | $4,082+7.5% | $3,470+26.5% |
| Admin fee / account holder | $29,200 | $4,046+621.8% | $5,478+433.0% | $4,888+497.4% |