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 | $110,824 | $167,307-33.8% | $143,757-22.9% | $134,475-17.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.88% | 0.46%-5.3pp | -0.04%-4.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $15,500 | $5,619+175.8% | $4,951+213.1% | $4,740+227.0% |
| Participant deferral / active EE | $9,024 | $6,446+40.0% | $5,637+60.1% | $6,400+41.0% |
| Admin fee / account holder | $7,887 | $18,088-56.4% | $14,673-46.2% | $11,426-31.0% |