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 | $88,049 | $167,307-47.4% | $143,757-38.8% | $134,475-34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.50% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,304 | $5,619-59.0% | $4,951-53.5% | $4,740-51.4% |
| Participant deferral / active EE | $13,571 | $6,446+110.5% | $5,637+140.8% | $6,400+112.1% |
| Admin fee / account holder | $843 | $18,088-95.3% | $14,673-94.3% | $11,426-92.6% |