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 | $91,895 | $142,344-35.4% | $119,609-23.2% | $134,475-31.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.22% | -12.44%-0.8pp | -14.97%+1.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $6,326 | $5,222+21.1% | $4,232+49.5% | $4,740+33.5% |
| Participant deferral / active EE | $12,946 | $6,469+100.1% | $5,602+131.1% | $6,400+102.3% |
| Admin fee / account holder | $7,248 | $13,584-46.6% | $10,323-29.8% | $11,426-36.6% |