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 | $50,583 | $57,354-11.8% | $83,848-39.7% | $64,186-21.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.76% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,191 | $2,545-53.2% | $3,631-67.2% | $2,381-50.0% |
| Participant deferral / active EE | $4,617 | $2,993+54.3% | $4,082+13.1% | $3,470+33.1% |
| Admin fee / account holder | $2,256 | $4,046-44.2% | $5,478-58.8% | $4,888-53.8% |