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 7-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 | $89,190 | $167,307-46.7% | $143,757-38.0% | $134,475-33.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,544 | $5,619-54.7% | $4,951-48.6% | $4,740-46.3% |
| Participant deferral / active EE | $7,579 | $6,446+17.6% | $5,637+34.5% | $6,400+18.4% |
| Admin fee / account holder | $714 | $18,088-96.1% | $14,673-95.1% | $11,426-93.8% |