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 | $64,612 | $95,862-32.6% | $79,550-18.8% | $134,475-52.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.49% | -2.69%-10.8pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,596 | $3,128+142.8% | $2,413+214.8% | $4,740+60.3% |
| Participant deferral / active EE | $5,981 | $4,693+27.4% | $3,985+50.1% | $6,400-6.5% |
| Admin fee / account holder | $2,471 | $9,126-72.9% | $6,832-63.8% | $11,426-78.4% |