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 5-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 | $74,374 | $167,307-55.5% | $143,757-48.3% | $134,475-44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $16,112 | $5,619+186.7% | $4,951+225.4% | $4,740+239.9% |
| Participant deferral / active EE | $13,783 | $6,446+113.8% | $5,637+144.5% | $6,400+115.4% |
| Admin fee / account holder | $580 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |