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 | $52,169 | $97,044-46.2% | $83,333-37.4% | $135,375-61.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.86% | 12.31%-14.2pp | 10.63%-12.5pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,706 | $4,143-34.7% | $3,379-19.9% | $4,779-43.4% |
| Participant deferral / active EE | $6,264 | $5,964+5.0% | $5,565+12.6% | $5,609+11.7% |
| Admin fee / account holder | $5,249 | $8,380-37.4% | $7,510-30.1% | $10,827-51.5% |