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 | $82,514 | $81,900+0.7% | $119,609-31.0% | $68,494+20.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.05% | -23.82%+11.8pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $11,627 | $2,693+331.7% | $4,232+174.7% | $2,596+347.8% |
| Participant deferral / active EE | $3,030 | $4,148-27.0% | $5,602-45.9% | $4,027-24.8% |
| Admin fee / account holder | $2,824 | $6,582-57.1% | $10,323-72.6% | $5,403-47.7% |