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 | $75,289 | $167,307-55.0% | $143,757-47.6% | $134,475-44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.41% | 0.46%-6.9pp | -0.04%-6.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,459 | $5,619-56.2% | $4,951-50.3% | $4,740-48.1% |
| Participant deferral / active EE | $3,157 | $6,446-51.0% | $5,637-44.0% | $6,400-50.7% |
| Admin fee / account holder | $1,092 | $18,088-94.0% | $14,673-92.6% | $11,426-90.4% |