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 | $101,377 | $167,307-39.4% | $143,757-29.5% | $134,475-24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.60% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $15,330 | $5,619+172.8% | $4,951+209.6% | $4,740+223.4% |
| Participant deferral / active EE | $4,714 | $6,446-26.9% | $5,637-16.4% | $6,400-26.3% |
| Admin fee / account holder | $403 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |