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 | $49,124 | $71,883-31.7% | $86,677-43.3% | $68,494-28.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.96% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,458 | $2,173+13.1% | $2,836-13.3% | $2,596-5.3% |
| Participant deferral / active EE | $4,549 | $3,779+20.4% | $4,656-2.3% | $4,027+13.0% |
| Admin fee / account holder | $19,945 | $6,112+226.3% | $7,493+166.2% | $5,403+269.2% |