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 | $61,968 | $95,862-35.4% | $79,550-22.1% | $134,475-53.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.32% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,209 | $3,128+66.5% | $2,413+115.8% | $4,740+9.9% |
| Participant deferral / active EE | $6,631 | $4,693+41.3% | $3,985+66.4% | $6,400+3.6% |
| Admin fee / account holder | $1,097 | $9,126-88.0% | $6,832-83.9% | $11,426-90.4% |