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 | $86,711 | $142,344-39.1% | $119,609-27.5% | $134,475-35.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.87% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,725 | $5,222-47.8% | $4,232-35.6% | $4,740-42.5% |
| Participant deferral / active EE | $7,617 | $6,469+17.7% | $5,602+36.0% | $6,400+19.0% |
| Admin fee / account holder | $2,696 | $13,584-80.2% | $10,323-73.9% | $11,426-76.4% |