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 | $50,889 | $45,863+11.0% | $77,024-33.9% | $68,494-25.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.82% | 1.72%-15.5pp | 42.32%-56.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,634 | $1,650+59.7% | $2,812-6.3% | $2,596+1.5% |
| Participant deferral / active EE | $3,563 | $2,962+20.3% | $4,426-19.5% | $4,027-11.5% |
| Admin fee / account holder | $1,605 | $3,041-47.2% | $5,425-70.4% | $5,403-70.3% |