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 | $63,756 | $95,193-33.0% | $76,523-16.7% | $135,375-52.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.49% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,588 | $3,302-21.6% | $2,647-2.2% | $4,779-45.8% |
| Participant deferral / active EE | $3,193 | $4,639-31.2% | $3,835-16.7% | $5,609-43.1% |
| Admin fee / account holder | $3,709 | $6,249-40.6% | $4,848-23.5% | $10,827-65.7% |