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 | $54,334 | $81,900-33.7% | $119,609-54.6% | $68,494-20.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.80% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,425 | $2,693+27.2% | $4,232-19.1% | $2,596+31.9% |
| Participant deferral / active EE | $7,110 | $4,148+71.4% | $5,602+26.9% | $4,027+76.6% |
| Admin fee / account holder | $1,714 | $6,582-74.0% | $10,323-83.4% | $5,403-68.3% |