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 | $51,876 | $99,032-47.6% | $80,019-35.2% | $135,375-61.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.91% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,862 | $3,043-5.9% | $2,468+16.0% | $4,779-40.1% |
| Participant deferral / active EE | $2,601 | $4,282-39.2% | $3,686-29.4% | $5,609-53.6% |
| Admin fee / account holder | $10,275 | $10,436-1.5% | $6,521+57.6% | $10,827-5.1% |