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 | $54,754 | $64,307-14.9% | $57,343-4.5% | $125,391-56.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.03% | 25.12%-24.1pp | 24.39%-23.4pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,684 | $3,193-47.3% | $2,689-37.4% | $4,866-65.4% |
| Participant deferral / active EE | $7,480 | $3,848+94.4% | $3,162+136.5% | $5,352+39.8% |
| Admin fee / account holder | $6,757 | $5,242+28.9% | $3,356+101.4% | $9,540-29.2% |