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 | $63,341 | $142,344-55.5% | $119,609-47.0% | $134,475-52.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.55% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,736 | $5,222-66.8% | $4,232-59.0% | $4,740-63.4% |
| Participant deferral / active EE | $2,932 | $6,469-54.7% | $5,602-47.7% | $6,400-54.2% |
| Admin fee / account holder | $4,713 | $13,584-65.3% | $10,323-54.3% | $11,426-58.8% |