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 9-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 | $74,486 | $82,664-9.9% | $125,339-40.6% | $68,494+8.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.80% | -5.97%-3.8pp | 572.05%-581.9pp | -7.84%-2.0pp |
| Employer contribution / active EE | $919 | $3,381-72.8% | $4,814-80.9% | $2,596-64.6% |
| Participant deferral / active EE | $4,565 | $6,110-25.3% | $7,446-38.7% | $4,027+13.4% |
| Admin fee / account holder | $6,226 | $6,275-0.8% | $10,010-37.8% | $5,403+15.2% |