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 | $82,956 | $92,222-10.0% | $76,768+8.1% | $135,375-38.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.25% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $936 | $3,216-70.9% | $2,485-62.3% | $4,779-80.4% |
| Participant deferral / active EE | $2,115 | $4,509-53.1% | $3,852-45.1% | $5,609-62.3% |
| Admin fee / account holder | $3,338 | $10,748-68.9% | $6,675-50.0% | $10,827-69.2% |