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 | $51,663 | $117,690-56.1% | $71,735-28.0% | $134,475-61.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -11.10% | 25.44%-36.5pp | 9.14%-20.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,941 | $2,525-23.1% | $1,704+13.9% | $4,740-59.1% |
| Participant deferral / active EE | $3,862 | $3,759+2.7% | $2,658+45.3% | $6,400-39.7% |
| Admin fee / account holder | $9,038 | $6,379+41.7% | $3,974+127.4% | $11,426-20.9% |