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 | $72,967 | $131,829-44.7% | $108,579-32.8% | $273,961-73.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.89% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,269 | $4,912-53.8% | $3,758-39.6% | $4,869-53.4% |
| Participant deferral / active EE | $6,144 | $5,127+19.8% | $4,311+42.5% | $5,287+16.2% |
| Admin fee / account holder | $1,021 | $10,252-90.0% | $7,645-86.6% | $10,132-89.9% |