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 | $86,394 | $167,307-48.4% | $143,757-39.9% | $134,475-35.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.72% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,051 | $5,619-27.9% | $4,951-18.2% | $4,740-14.5% |
| Participant deferral / active EE | $4,918 | $6,446-23.7% | $5,637-12.8% | $6,400-23.1% |
| Admin fee / account holder | $1,694,325 | $18,088+9267.0% | $14,673+11447.3% | $11,426+14728.8% |