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 | $64,842 | $167,307-61.2% | $143,757-54.9% | $134,475-51.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.70% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,150 | $5,619-43.9% | $4,951-36.4% | $4,740-33.5% |
| Participant deferral / active EE | $10,041 | $6,446+55.8% | $5,637+78.1% | $6,400+56.9% |
| Admin fee / account holder | $610 | $18,088-96.6% | $14,673-95.8% | $11,426-94.7% |