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 | $48,658 | $64,707-24.8% | $112,228-56.6% | $68,494-29.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.49% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,299 | $2,746+202.3% | $3,635+128.3% | $2,596+219.7% |
| Participant deferral / active EE | $1,664 | $3,565-53.3% | $4,728-64.8% | $4,027-58.7% |
| Admin fee / account holder | $70,121 | $5,232+1240.2% | $6,410+993.9% | $5,403+1197.9% |