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 | $66,481 | $95,862-30.6% | $79,550-16.4% | $134,475-50.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.69% | -2.69%-3.0pp | 0.16%-5.9pp | 417.96%-423.7pp |
| Employer contribution / active EE | $1,533 | $3,128-51.0% | $2,413-36.5% | $4,740-67.6% |
| Participant deferral / active EE | $12,833 | $4,693+173.5% | $3,985+222.0% | $6,400+100.5% |
| Admin fee / account holder | $429 | $9,126-95.3% | $6,832-93.7% | $11,426-96.2% |