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 | $67,716 | $95,862-29.4% | $79,550-14.9% | $134,475-49.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -19.22% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,139 | $3,128+0.3% | $2,413+30.1% | $4,740-33.8% |
| Participant deferral / active EE | $7,967 | $4,693+69.8% | $3,985+99.9% | $6,400+24.5% |
| Admin fee / account holder | $443 | $9,126-95.1% | $6,832-93.5% | $11,426-96.1% |