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 | $83,700 | $95,862-12.7% | $79,550+5.2% | $134,475-37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.39% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,366 | $3,128-56.3% | $2,413-43.4% | $4,740-71.2% |
| Participant deferral / active EE | $5,657 | $4,693+20.5% | $3,985+41.9% | $6,400-11.6% |
| Admin fee / account holder | $61,747 | $9,126+576.6% | $6,832+803.7% | $11,426+440.4% |