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 | $46,874 | $167,307-72.0% | $143,757-67.4% | $134,475-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,327 | $5,619+12.6% | $4,951+27.8% | $4,740+33.5% |
| Participant deferral / active EE | $3,925 | $6,446-39.1% | $5,637-30.4% | $6,400-38.7% |
| Admin fee / account holder | $1,323 | $18,088-92.7% | $14,673-91.0% | $11,426-88.4% |