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 | $56,852 | $167,307-66.0% | $143,757-60.5% | $134,475-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,661 | $5,619-70.4% | $4,951-66.5% | $4,740-65.0% |
| Participant deferral / active EE | $7,278 | $6,446+12.9% | $5,637+29.1% | $6,400+13.7% |
| Admin fee / account holder | $716 | $18,088-96.0% | $14,673-95.1% | $11,426-93.7% |