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 | $83,866 | $167,307-49.9% | $143,757-41.7% | $134,475-37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.79% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,667 | $5,619+0.8% | $4,951+14.5% | $4,740+19.6% |
| Participant deferral / active EE | $4,000 | $6,446-37.9% | $5,637-29.0% | $6,400-37.5% |
| Admin fee / account holder | $962 | $18,088-94.7% | $14,673-93.4% | $11,426-91.6% |