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 | $70,881 | $81,900-13.5% | $119,609-40.7% | $68,494+3.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,525 | $2,693-6.3% | $4,232-40.3% | $2,596-2.7% |
| Participant deferral / active EE | $3,946 | $4,148-4.9% | $5,602-29.6% | $4,027-2.0% |
| Admin fee / account holder | $3,961 | $6,582-39.8% | $10,323-61.6% | $5,403-26.7% |