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 | $67,004 | $81,900-18.2% | $119,609-44.0% | $68,494-2.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.20% | -23.82%+9.6pp | -14.97%+0.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,002 | $2,693-62.8% | $4,232-76.3% | $2,596-61.4% |
| Participant deferral / active EE | $5,498 | $4,148+32.6% | $5,602-1.9% | $4,027+36.5% |
| Admin fee / account holder | $3,418 | $6,582-48.1% | $10,323-66.9% | $5,403-36.7% |