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 7-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 | $81,337 | $167,307-51.4% | $143,757-43.4% | $134,475-39.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.57% | 0.46%-8.0pp | -0.04%-7.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $3,093 | $5,619-45.0% | $4,951-37.5% | $4,740-34.8% |
| Participant deferral / active EE | $6,010 | $6,446-6.8% | $5,637+6.6% | $6,400-6.1% |
| Admin fee / account holder | $93,336 | $18,088+416.0% | $14,673+536.1% | $11,426+716.9% |