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 5-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 | $54,994 | $64,707-15.0% | $112,228-51.0% | $68,494-19.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.34% | -11.40%-1.9pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,709 | $2,746+71.5% | $3,635+29.6% | $2,596+81.4% |
| Participant deferral / active EE | $8,983 | $3,565+152.0% | $4,728+90.0% | $4,027+123.1% |
| Admin fee / account holder | $2,045 | $5,232-60.9% | $6,410-68.1% | $5,403-62.1% |