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 | $75,567 | $95,862-21.2% | $79,550-5.0% | $134,475-43.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.28% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,894 | $3,128-39.5% | $2,413-21.5% | $4,740-60.0% |
| Participant deferral / active EE | $14,478 | $4,693+208.5% | $3,985+263.3% | $6,400+126.2% |
| Admin fee / account holder | $1,427 | $9,126-84.4% | $6,832-79.1% | $11,426-87.5% |