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 | $77,718 | $95,862-18.9% | $79,550-2.3% | $134,475-42.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.49% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,817 | $3,128+85.9% | $2,413+141.0% | $4,740+22.7% |
| Participant deferral / active EE | $13,854 | $4,693+195.2% | $3,985+247.6% | $6,400+116.5% |
| Admin fee / account holder | $18,063 | $9,126+97.9% | $6,832+164.4% | $11,426+58.1% |