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 | $106,865 | $107,791-0.9% | $90,645+17.9% | $135,375-21.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.76% | -0.90%-3.9pp | 1.88%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,508 | $3,018+16.2% | $2,532+38.5% | $4,779-26.6% |
| Participant deferral / active EE | $8,503 | $3,872+119.6% | $3,425+148.3% | $5,609+51.6% |
| Admin fee / account holder | $7,683 | $5,930+29.6% | $4,994+53.8% | $10,827-29.0% |