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 | $76,079 | $95,862-20.6% | $79,550-4.4% | $134,475-43.4% |
| Participation rate | 95.8% | 75.0%+20.8pp | 69.5%+26.3pp | 81.2%+14.6pp |
| Annual return | -13.65% | -2.69%-11.0pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,273 | $3,128-27.3% | $2,413-5.8% | $4,740-52.0% |
| Participant deferral / active EE | $4,823 | $4,693+2.8% | $3,985+21.0% | $6,400-24.6% |
| Admin fee / account holder | $25,683 | $9,126+181.4% | $6,832+275.9% | $11,426+124.8% |