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 | $52,823 | $52,681+0.3% | $75,781-30.3% | $59,632-11.4% |
| Participation rate | 91.1% | 67.2%+23.9pp | 75.8%+15.3pp | 68.7%+22.4pp |
| Annual return | -2.42% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,150 | $2,193-2.0% | $3,323-35.3% | $2,203-2.4% |
| Participant deferral / active EE | $3,878 | $2,591+49.7% | $3,651+6.2% | $3,192+21.5% |
| Admin fee / account holder | $11,022 | $3,610+205.4% | $5,299+108.0% | $4,297+156.5% |