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 | $58,985 | $107,791-45.3% | $90,645-34.9% | $135,375-56.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.35% | -0.90%-3.4pp | 1.88%-6.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,496 | $3,018+15.8% | $2,532+38.1% | $4,779-26.8% |
| Participant deferral / active EE | $2,987 | $3,872-22.9% | $3,425-12.8% | $5,609-46.7% |
| Admin fee / account holder | $2,749 | $5,930-53.6% | $4,994-44.9% | $10,827-74.6% |