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 | $116,466 | $167,307-30.4% | $143,757-19.0% | $134,475-13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.72% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $3,795 | $5,619-32.5% | $4,951-23.3% | $4,740-19.9% |
| Participant deferral / active EE | $12,335 | $6,446+91.4% | $5,637+118.8% | $6,400+92.7% |
| Admin fee / account holder | $2,667 | $18,088-85.3% | $14,673-81.8% | $11,426-76.7% |