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 | $77,554 | $95,862-19.1% | $79,550-2.5% | $134,475-42.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.61% | -2.69%-15.9pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,776 | $3,128+148.6% | $2,413+222.3% | $4,740+64.1% |
| Participant deferral / active EE | $8,851 | $4,693+88.6% | $3,985+122.1% | $6,400+38.3% |
| Admin fee / account holder | $801 | $9,126-91.2% | $6,832-88.3% | $11,426-93.0% |