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 | $68,880 | $152,651-54.9% | $105,218-34.5% | $125,391-45.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.67% | 8.24%-9.9pp | 5.33%-7.0pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,412 | $4,802-28.9% | $3,255+4.8% | $4,866-29.9% |
| Participant deferral / active EE | $6,068 | $6,660-8.9% | $4,867+24.7% | $5,352+13.4% |
| Admin fee / account holder | $2,426 | $14,248-83.0% | $6,992-65.3% | $9,540-74.6% |