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 | $72,095 | $167,307-56.9% | $143,757-49.8% | $134,475-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.90% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,594 | $5,619-71.6% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $3,146 | $6,446-51.2% | $5,637-44.2% | $6,400-50.8% |
| Admin fee / account holder | $364 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |