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 | $74,180 | $95,862-22.6% | $79,550-6.8% | $134,475-44.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.93% | -2.69%-9.2pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,678 | $3,128-46.4% | $2,413-30.5% | $4,740-64.6% |
| Participant deferral / active EE | $4,169 | $4,693-11.2% | $3,985+4.6% | $6,400-34.9% |
| Admin fee / account holder | $30,408 | $9,126+233.2% | $6,832+345.1% | $11,426+166.1% |