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 | $78,176 | $95,862-18.4% | $79,550-1.7% | $134,475-41.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -16.76% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,421 | $3,128-22.6% | $2,413+0.3% | $4,740-48.9% |
| Participant deferral / active EE | $1,771 | $4,693-62.3% | $3,985-55.6% | $6,400-72.3% |
| Admin fee / account holder | $18,507 | $9,126+102.8% | $6,832+170.9% | $11,426+62.0% |