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 | $92,215 | $90,519+1.9% | $93,789-1.7% | $134,475-31.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.34% | -15.72%+0.4pp | -11.33%-4.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,239 | $4,343-48.4% | $4,323-48.2% | $4,740-52.8% |
| Participant deferral / active EE | $3,624 | $5,978-39.4% | $6,094-40.5% | $6,400-43.4% |
| Admin fee / account holder | $2,058 | $9,252-77.8% | $7,195-71.4% | $11,426-82.0% |