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 9-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 | $110,484 | $63,953+72.8% | $54,726+101.9% | $135,375-18.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -2.54% | -5.77%+3.2pp | -4.56%+2.0pp | 519.73%-522.3pp |
| Employer contribution / active EE | $9,879 | $4,256+132.1% | $3,449+186.4% | $4,779+106.7% |
| Participant deferral / active EE | $2,612 | $4,810-45.7% | $3,953-33.9% | $5,609-53.4% |
| Admin fee / account holder | $3,458 | $4,567-24.3% | $3,818-9.4% | $10,827-68.1% |