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 | $62,769 | $175,600-64.3% | $129,110-51.4% | $134,475-53.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.57% | -11.39%-5.2pp | -10.94%-5.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,754 | $6,355-72.4% | $5,052-65.3% | $4,740-63.0% |
| Participant deferral / active EE | $3,465 | $7,975-56.6% | $6,542-47.0% | $6,400-45.9% |
| Admin fee / account holder | $7,451 | $23,567-68.4% | $14,302-47.9% | $11,426-34.8% |