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 | $66,054 | $107,791-38.7% | $90,645-27.1% | $135,375-51.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.88% | -0.90%-1.0pp | 1.88%-3.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,411 | $3,018-20.1% | $2,532-4.8% | $4,779-49.6% |
| Participant deferral / active EE | $7,979 | $3,872+106.0% | $3,425+133.0% | $5,609+42.3% |
| Admin fee / account holder | $3,099 | $5,930-47.7% | $4,994-37.9% | $10,827-71.4% |