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 | $84,608 | $167,307-49.4% | $143,757-41.1% | $134,475-37.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.43% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,673 | $5,619+1.0% | $4,951+14.6% | $4,740+19.7% |
| Participant deferral / active EE | $7,484 | $6,446+16.1% | $5,637+32.8% | $6,400+16.9% |
| Admin fee / account holder | $50,841 | $18,088+181.1% | $14,673+246.5% | $11,426+345.0% |