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 | $73,670 | $95,862-23.2% | $79,550-7.4% | $134,475-45.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.46% | -2.69%-15.8pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,396 | $3,128+8.6% | $2,413+40.7% | $4,740-28.4% |
| Participant deferral / active EE | $3,963 | $4,693-15.6% | $3,985-0.6% | $6,400-38.1% |
| Admin fee / account holder | $1,552 | $9,126-83.0% | $6,832-77.3% | $11,426-86.4% |