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 | $94,291 | $167,307-43.6% | $143,757-34.4% | $134,475-29.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.56% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,500 | $5,619-19.9% | $4,951-9.1% | $4,740-5.0% |
| Participant deferral / active EE | $6,676 | $6,446+3.6% | $5,637+18.4% | $6,400+4.3% |
| Admin fee / account holder | $1,212 | $18,088-93.3% | $14,673-91.7% | $11,426-89.4% |