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 | $83,472 | $81,900+1.9% | $119,609-30.2% | $68,494+21.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.22% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,981 | $2,693+10.7% | $4,232-29.6% | $2,596+14.8% |
| Participant deferral / active EE | $4,238 | $4,148+2.2% | $5,602-24.4% | $4,027+5.2% |
| Admin fee / account holder | $3,451 | $6,582-47.6% | $10,323-66.6% | $5,403-36.1% |