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 | $67,888 | $73,867-8.1% | $143,757-52.8% | $68,494-0.9% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -11.22% | 1.01%-12.2pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,964 | $3,184+24.5% | $4,951-19.9% | $2,596+52.7% |
| Participant deferral / active EE | $3,552 | $3,384+4.9% | $5,637-37.0% | $4,027-11.8% |
| Admin fee / account holder | $46,984 | $5,755+716.5% | $14,673+220.2% | $5,403+769.6% |