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 | $68,583 | $113,935-39.8% | $94,224-27.2% | $125,391-45.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.70% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,204 | $4,727-53.4% | $3,587-38.6% | $4,866-54.7% |
| Participant deferral / active EE | $4,409 | $5,179-14.9% | $4,320+2.0% | $5,352-17.6% |
| Admin fee / account holder | $28,309 | $8,391+237.4% | $6,269+351.6% | $9,540+196.7% |