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 | $56,177 | $81,900-31.4% | $119,609-53.0% | $68,494-18.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.51% | -23.82%+10.3pp | -14.97%+1.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,327 | $2,693+23.5% | $4,232-21.4% | $2,596+28.1% |
| Participant deferral / active EE | $7,653 | $4,148+84.5% | $5,602+36.6% | $4,027+90.0% |
| Admin fee / account holder | $8,299 | $6,582+26.1% | $10,323-19.6% | $5,403+53.6% |