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 | $97,098 | $167,307-42.0% | $143,757-32.5% | $134,475-27.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,966 | $5,619-29.4% | $4,951-19.9% | $4,740-16.3% |
| Participant deferral / active EE | $11,892 | $6,446+84.5% | $5,637+111.0% | $6,400+85.8% |
| Admin fee / account holder | $14,116 | $18,088-22.0% | $14,673-3.8% | $11,426+23.5% |