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 | $59,034 | $167,307-64.7% | $143,757-58.9% | $134,475-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.18% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,952 | $5,619-65.3% | $4,951-60.6% | $4,740-58.8% |
| Participant deferral / active EE | $5,349 | $6,446-17.0% | $5,637-5.1% | $6,400-16.4% |
| Admin fee / account holder | $6,835 | $18,088-62.2% | $14,673-53.4% | $11,426-40.2% |