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 6-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 | $66,170 | $142,344-53.5% | $119,609-44.7% | $134,475-50.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.66% | -12.44%+11.8pp | -14.97%+14.3pp | 417.96%-418.6pp |
| Employer contribution / active EE | $5,488 | $5,222+5.1% | $4,232+29.7% | $4,740+15.8% |
| Participant deferral / active EE | $10,718 | $6,469+65.7% | $5,602+91.3% | $6,400+67.5% |
| Admin fee / account holder | $452 | $13,584-96.7% | $10,323-95.6% | $11,426-96.0% |