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 | $59,774 | $167,307-64.3% | $143,757-58.4% | $134,475-55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.54% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,755 | $5,619-51.0% | $4,951-44.4% | $4,740-41.9% |
| Participant deferral / active EE | $10,791 | $6,446+67.4% | $5,637+91.4% | $6,400+68.6% |
| Admin fee / account holder | $3,134 | $18,088-82.7% | $14,673-78.6% | $11,426-72.6% |