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 | $79,880 | $167,307-52.3% | $143,757-44.4% | $134,475-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.61% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,230 | $5,619-6.9% | $4,951+5.6% | $4,740+10.3% |
| Participant deferral / active EE | $6,763 | $6,446+4.9% | $5,637+20.0% | $6,400+5.7% |
| Admin fee / account holder | $1,336 | $18,088-92.6% | $14,673-90.9% | $11,426-88.3% |