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 | $88,868 | $167,307-46.9% | $143,757-38.2% | $134,475-33.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $9,346 | $5,619+66.3% | $4,951+88.8% | $4,740+97.2% |
| Participant deferral / active EE | $4,481 | $6,446-30.5% | $5,637-20.5% | $6,400-30.0% |
| Admin fee / account holder | $367 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |