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 | $84,438 | $167,307-49.5% | $143,757-41.3% | $134,475-37.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.46% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,434 | $5,619-56.7% | $4,951-50.8% | $4,740-48.6% |
| Participant deferral / active EE | $5,254 | $6,446-18.5% | $5,637-6.8% | $6,400-17.9% |
| Admin fee / account holder | $1,785 | $18,088-90.1% | $14,673-87.8% | $11,426-84.4% |