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 | $100,983 | $167,307-39.6% | $143,757-29.8% | $134,475-24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.85% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,525 | $5,619+33.9% | $4,951+52.0% | $4,740+58.8% |
| Participant deferral / active EE | $2,950 | $6,446-54.2% | $5,637-47.7% | $6,400-53.9% |
| Admin fee / account holder | $3,923 | $18,088-78.3% | $14,673-73.3% | $11,426-65.7% |