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 5-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 | $65,524 | $42,894+52.8% | $60,874+7.6% | $68,494-4.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.92% | -13.98%+1.1pp | 16.90%-29.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,364 | $1,978-31.0% | $2,701-49.5% | $2,596-47.4% |
| Participant deferral / active EE | $3,163 | $2,867+10.3% | $3,817-17.1% | $4,027-21.5% |
| Admin fee / account holder | $6,970 | $3,101+124.8% | $3,224+116.2% | $5,403+29.0% |