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 | $58,187 | $92,222-36.9% | $76,768-24.2% | $135,375-57.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.75% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,744 | $3,216-45.8% | $2,485-29.8% | $4,779-63.5% |
| Participant deferral / active EE | $7,392 | $4,509+64.0% | $3,852+91.9% | $5,609+31.8% |
| Admin fee / account holder | $665 | $10,748-93.8% | $6,675-90.0% | $10,827-93.9% |