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 | $53,802 | $53,162+1.2% | $91,220-41.0% | $68,494-21.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -14.99% | -3.14%-11.8pp | 114.01%-129.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,314 | $1,709+35.4% | $2,850-18.8% | $2,596-10.9% |
| Participant deferral / active EE | $3,697 | $2,974+24.3% | $4,234-12.7% | $4,027-8.2% |
| Admin fee / account holder | $621 | $4,493-86.2% | $5,420-88.5% | $5,403-88.5% |