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 | $54,559 | $81,900-33.4% | $119,609-54.4% | $68,494-20.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,919 | $2,693+82.6% | $4,232+16.2% | $2,596+89.4% |
| Participant deferral / active EE | $3,296 | $4,148-20.5% | $5,602-41.2% | $4,027-18.2% |
| Admin fee / account holder | $691 | $6,582-89.5% | $10,323-93.3% | $5,403-87.2% |