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 | $66,004 | $167,307-60.5% | $143,757-54.1% | $134,475-50.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.15% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,601 | $5,619-53.7% | $4,951-47.5% | $4,740-45.1% |
| Participant deferral / active EE | $6,932 | $6,446+7.5% | $5,637+23.0% | $6,400+8.3% |
| Admin fee / account holder | $655 | $18,088-96.4% | $14,673-95.5% | $11,426-94.3% |