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 | $62,479 | $97,044-35.6% | $83,333-25.0% | $135,375-53.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.18% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,881 | $4,143-54.6% | $3,379-44.3% | $4,779-60.6% |
| Participant deferral / active EE | $4,015 | $5,964-32.7% | $5,565-27.8% | $5,609-28.4% |
| Admin fee / account holder | $4,769 | $8,380-43.1% | $7,510-36.5% | $10,827-56.0% |