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 | $130,119 | $167,307-22.2% | $143,757-9.5% | $134,475-3.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.84% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,807 | $5,619-50.0% | $4,951-43.3% | $4,740-40.8% |
| Participant deferral / active EE | $5,299 | $6,446-17.8% | $5,637-6.0% | $6,400-17.2% |
| Admin fee / account holder | $1,771 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |