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 | $79,468 | $99,032-19.8% | $80,019-0.7% | $135,375-41.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.02% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,571 | $3,043+50.2% | $2,468+85.2% | $4,779-4.3% |
| Participant deferral / active EE | $7,203 | $4,282+68.2% | $3,686+95.4% | $5,609+28.4% |
| Admin fee / account holder | $3,295 | $10,436-68.4% | $6,521-49.5% | $10,827-69.6% |