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 | $89,756 | $167,307-46.4% | $143,757-37.6% | $134,475-33.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $12,270 | $5,619+118.4% | $4,951+147.8% | $4,740+158.9% |
| Participant deferral / active EE | $9,665 | $6,446+49.9% | $5,637+71.5% | $6,400+51.0% |
| Admin fee / account holder | $472 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |