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 | $105,954 | $167,307-36.7% | $143,757-26.3% | $134,475-21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.22% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $7,029 | $5,619+25.1% | $4,951+42.0% | $4,740+48.3% |
| Participant deferral / active EE | $6,202 | $6,446-3.8% | $5,637+10.0% | $6,400-3.1% |
| Admin fee / account holder | $1,282 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |