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 | $66,551 | $95,862-30.6% | $79,550-16.3% | $134,475-50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.36% | -2.69%-6.7pp | 0.16%-9.5pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,655 | $3,128-15.1% | $2,413+10.0% | $4,740-44.0% |
| Participant deferral / active EE | $2,618 | $4,693-44.2% | $3,985-34.3% | $6,400-59.1% |
| Admin fee / account holder | $60,958 | $9,126+568.0% | $6,832+792.2% | $11,426+433.5% |