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 | $86,236 | $167,307-48.5% | $143,757-40.0% | $134,475-35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.58% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $24,195 | $5,619+330.6% | $4,951+388.7% | $4,740+410.5% |
| Participant deferral / active EE | $15,440 | $6,446+139.5% | $5,637+173.9% | $6,400+141.3% |
| Admin fee / account holder | $792 | $18,088-95.6% | $14,673-94.6% | $11,426-93.1% |