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 7-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 | $80,159 | $167,307-52.1% | $143,757-44.2% | $134,475-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.85% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,187 | $5,619-25.5% | $4,951-15.4% | $4,740-11.7% |
| Participant deferral / active EE | $7,088 | $6,446+10.0% | $5,637+25.7% | $6,400+10.7% |
| Admin fee / account holder | $9,203 | $18,088-49.1% | $14,673-37.3% | $11,426-19.5% |