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 | $52,443 | $73,867-29.0% | $143,757-63.5% | $68,494-23.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.04% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,327 | $3,184-26.9% | $4,951-53.0% | $2,596-10.4% |
| Participant deferral / active EE | $2,327 | $3,384-31.2% | $5,637-58.7% | $4,027-42.2% |
| Admin fee / account holder | $2,638 | $5,755-54.2% | $14,673-82.0% | $5,403-51.2% |