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 | $68,746 | $69,010-0.4% | $159,960-57.0% | $68,494+0.4% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.7pp | 67.9%+16.7pp |
| Annual return | -14.85% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,886 | $2,213-14.8% | $4,226-55.4% | $2,596-27.4% |
| Participant deferral / active EE | $2,840 | $4,212-32.6% | $6,182-54.1% | $4,027-29.5% |
| Admin fee / account holder | $43,090 | $4,798+798.1% | $8,698+395.4% | $5,403+697.6% |