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 | $64,880 | $95,862-32.3% | $79,550-18.4% | $134,475-51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.82% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,174 | $3,128+97.4% | $2,413+155.9% | $4,740+30.3% |
| Participant deferral / active EE | $14,438 | $4,693+207.7% | $3,985+262.3% | $6,400+125.6% |
| Admin fee / account holder | $24,232 | $9,126+165.5% | $6,832+254.7% | $11,426+112.1% |