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 7-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 | $63,095 | $142,344-55.7% | $119,609-47.2% | $134,475-53.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.85% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,934 | $5,222-5.5% | $4,232+16.6% | $4,740+4.1% |
| Participant deferral / active EE | $10,660 | $6,469+64.8% | $5,602+90.3% | $6,400+66.6% |
| Admin fee / account holder | $2,442 | $13,584-82.0% | $10,323-76.3% | $11,426-78.6% |