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 | $81,333 | $142,344-42.9% | $119,609-32.0% | $134,475-39.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,398 | $5,222-34.9% | $4,232-19.7% | $4,740-28.3% |
| Participant deferral / active EE | $4,799 | $6,469-25.8% | $5,602-14.3% | $6,400-25.0% |
| Admin fee / account holder | $356 | $13,584-97.4% | $10,323-96.6% | $11,426-96.9% |