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 | $78,655 | $129,942-39.5% | $104,294-24.6% | $134,475-41.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.03% | 42.03%-58.1pp | 24.61%-40.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,127 | $4,184-25.3% | $3,372-7.3% | $4,740-34.0% |
| Participant deferral / active EE | $3,127 | $5,588-44.0% | $4,625-32.4% | $6,400-51.1% |
| Admin fee / account holder | $3,231 | $9,323-65.3% | $7,339-56.0% | $11,426-71.7% |