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 | $77,872 | $158,817-51.0% | $121,196-35.7% | $135,375-42.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.67% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,205 | $5,665-61.1% | $4,022-45.2% | $4,779-53.9% |
| Participant deferral / active EE | $5,882 | $4,005+46.9% | $3,344+75.9% | $5,609+4.9% |
| Admin fee / account holder | $18,102 | $6,512+178.0% | $5,019+260.7% | $10,827+67.2% |