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 | $65,173 | $107,791-39.5% | $90,645-28.1% | $135,375-51.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -6.75% | -0.90%-5.8pp | 1.88%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $60 | $3,018-98.0% | $2,532-97.6% | $4,779-98.7% |
| Participant deferral / active EE | $862 | $3,872-77.7% | $3,425-74.8% | $5,609-84.6% |
| Admin fee / account holder | $2,849 | $5,930-51.9% | $4,994-42.9% | $10,827-73.7% |