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 9-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 | $73,225 | $142,344-48.6% | $119,609-38.8% | $134,475-45.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.53% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,922 | $5,222-24.9% | $4,232-7.3% | $4,740-17.3% |
| Participant deferral / active EE | $8,924 | $6,469+37.9% | $5,602+59.3% | $6,400+39.4% |
| Admin fee / account holder | $26,178 | $13,584+92.7% | $10,323+153.6% | $11,426+129.1% |