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 | $75,888 | $167,307-54.6% | $143,757-47.2% | $134,475-43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.63% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $6,431 | $5,619+14.4% | $4,951+29.9% | $4,740+35.7% |
| Participant deferral / active EE | $4,469 | $6,446-30.7% | $5,637-20.7% | $6,400-30.2% |
| Admin fee / account holder | $2,219 | $18,088-87.7% | $14,673-84.9% | $11,426-80.6% |