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 | $68,578 | $95,193-28.0% | $76,523-10.4% | $135,375-49.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -7.00% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $20,065 | $3,302+507.6% | $2,647+658.0% | $4,779+319.9% |
| Participant deferral / active EE | $4,800 | $4,639+3.5% | $3,835+25.1% | $5,609-14.4% |
| Admin fee / account holder | $1,870 | $6,249-70.1% | $4,848-61.4% | $10,827-82.7% |