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 | $128,251 | $167,307-23.3% | $143,757-10.8% | $134,475-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,208 | $5,619-60.7% | $4,951-55.4% | $4,740-53.4% |
| Participant deferral / active EE | $2,434 | $6,446-62.2% | $5,637-56.8% | $6,400-62.0% |
| Admin fee / account holder | $5,794 | $18,088-68.0% | $14,673-60.5% | $11,426-49.3% |