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 | $61,640 | $95,862-35.7% | $79,550-22.5% | $134,475-54.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.15% | -2.69%-15.5pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,176 | $3,128-30.4% | $2,413-9.8% | $4,740-54.1% |
| Participant deferral / active EE | $3,551 | $4,693-24.3% | $3,985-10.9% | $6,400-44.5% |
| Admin fee / account holder | $599 | $9,126-93.4% | $6,832-91.2% | $11,426-94.8% |