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 | $120,671 | $167,307-27.9% | $143,757-16.1% | $134,475-10.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.20% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,000 | $5,619-46.6% | $4,951-39.4% | $4,740-36.7% |
| Participant deferral / active EE | $5,058 | $6,446-21.5% | $5,637-10.3% | $6,400-21.0% |
| Admin fee / account holder | $1,592 | $18,088-91.2% | $14,673-89.2% | $11,426-86.1% |