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 | $74,574 | $142,344-47.6% | $119,609-37.7% | $134,475-44.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.73% | -12.44%+3.7pp | -14.97%+6.2pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,067 | $5,222-3.0% | $4,232+19.7% | $4,740+6.9% |
| Participant deferral / active EE | $7,668 | $6,469+18.5% | $5,602+36.9% | $6,400+19.8% |
| Admin fee / account holder | $153,930 | $13,584+1033.2% | $10,323+1391.1% | $11,426+1247.2% |