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 | $86,421 | $167,307-48.3% | $143,757-39.9% | $134,475-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $6,423 | $5,619+14.3% | $4,951+29.7% | $4,740+35.5% |
| Participant deferral / active EE | $10,894 | $6,446+69.0% | $5,637+93.3% | $6,400+70.2% |
| Admin fee / account holder | $85,736 | $18,088+374.0% | $14,673+484.3% | $11,426+650.4% |