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 | $74,192 | $90,519-18.0% | $93,789-20.9% | $134,475-44.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.80% | -15.72%-2.1pp | -11.33%-6.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,882 | $4,343-33.6% | $4,323-33.3% | $4,740-39.2% |
| Participant deferral / active EE | $2,394 | $5,978-60.0% | $6,094-60.7% | $6,400-62.6% |
| Admin fee / account holder | $768 | $9,252-91.7% | $7,195-89.3% | $11,426-93.3% |