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 8-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 | $61,119 | $81,900-25.4% | $119,609-48.9% | $68,494-10.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.61% | -23.82%+12.2pp | -14.97%+3.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | $3,778 | $2,693+40.3% | $4,232-10.7% | $2,596+45.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,280 | $6,582-65.4% | $10,323-77.9% | $5,403-57.8% |