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 | $105,955 | $90,519+17.1% | $93,789+13.0% | $134,475-21.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 81.0%+9.0pp | 81.2%+8.8pp |
| Annual return | -11.63% | -15.72%+4.1pp | -11.33%-0.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,400 | $4,343-44.7% | $4,323-44.5% | $4,740-49.4% |
| Participant deferral / active EE | $6,502 | $5,978+8.8% | $6,094+6.7% | $6,400+1.6% |
| Admin fee / account holder | $7,071 | $9,252-23.6% | $7,195-1.7% | $11,426-38.1% |