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 5-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 | $78,341 | $95,862-18.3% | $79,550-1.5% | $134,475-41.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -16.82% | -2.69%-14.1pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $11,688 | $3,128+273.6% | $2,413+384.3% | $4,740+146.6% |
| Participant deferral / active EE | $9,083 | $4,693+93.6% | $3,985+127.9% | $6,400+41.9% |
| Admin fee / account holder | $2,545 | $9,126-72.1% | $6,832-62.7% | $11,426-77.7% |