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 | $55,635 | $142,344-60.9% | $119,609-53.5% | $134,475-58.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.13% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $8,090 | $5,222+54.9% | $4,232+91.2% | $4,740+70.7% |
| Participant deferral / active EE | $8,406 | $6,469+29.9% | $5,602+50.1% | $6,400+31.4% |
| Admin fee / account holder | $3,597 | $13,584-73.5% | $10,323-65.2% | $11,426-68.5% |