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 | $91,141 | $167,307-45.5% | $143,757-36.6% | $134,475-32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.96% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $6,441 | $5,619+14.6% | $4,951+30.1% | $4,740+35.9% |
| Participant deferral / active EE | $7,409 | $6,446+14.9% | $5,637+31.4% | $6,400+15.8% |
| Admin fee / account holder | $955 | $18,088-94.7% | $14,673-93.5% | $11,426-91.6% |