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 | $109,240 | $167,307-34.7% | $143,757-24.0% | $134,475-18.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $11,450 | $5,619+103.8% | $4,951+131.3% | $4,740+141.6% |
| Participant deferral / active EE | $7,194 | $6,446+11.6% | $5,637+27.6% | $6,400+12.4% |
| Admin fee / account holder | $4,440 | $18,088-75.5% | $14,673-69.7% | $11,426-61.1% |