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 | $74,287 | $129,942-42.8% | $104,294-28.8% | $134,475-44.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -2.93% | 42.03%-45.0pp | 24.61%-27.5pp | 417.96%-420.9pp |
| Employer contribution / active EE | $2,266 | $4,184-45.8% | $3,372-32.8% | $4,740-52.2% |
| Participant deferral / active EE | $4,618 | $5,588-17.4% | $4,625-0.1% | $6,400-27.8% |
| Admin fee / account holder | $615 | $9,323-93.4% | $7,339-91.6% | $11,426-94.6% |