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 | $83,819 | $142,344-41.1% | $119,609-29.9% | $134,475-37.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | -12.44%-1.2pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,341 | $5,222-55.2% | $4,232-44.7% | $4,740-50.6% |
| Participant deferral / active EE | $4,937 | $6,469-23.7% | $5,602-11.9% | $6,400-22.9% |
| Admin fee / account holder | $1,421 | $13,584-89.5% | $10,323-86.2% | $11,426-87.6% |