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 | $54,259 | $95,862-43.4% | $79,550-31.8% | $134,475-59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.59% | -2.69%-8.9pp | 0.16%-11.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $6,040 | $3,128+93.1% | $2,413+150.3% | $4,740+27.4% |
| Participant deferral / active EE | $2,576 | $4,693-45.1% | $3,985-35.4% | $6,400-59.7% |
| Admin fee / account holder | $2,777 | $9,126-69.6% | $6,832-59.4% | $11,426-75.7% |