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 | $91,646 | $142,344-35.6% | $119,609-23.4% | $134,475-31.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.96% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,693 | $5,222-67.6% | $4,232-60.0% | $4,740-64.3% |
| Participant deferral / active EE | $2,521 | $6,469-61.0% | $5,602-55.0% | $6,400-60.6% |
| Admin fee / account holder | $1,906 | $13,584-86.0% | $10,323-81.5% | $11,426-83.3% |