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 | $92,570 | $90,590+2.2% | $90,782+2.0% | $135,375-31.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.70% | -3.40%-4.3pp | -3.42%-4.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,610 | $4,352-40.0% | $4,105-36.4% | $4,779-45.4% |
| Participant deferral / active EE | $5,274 | $5,407-2.5% | $5,366-1.7% | $5,609-6.0% |
| Admin fee / account holder | $17,027 | $7,683+121.6% | $5,908+188.2% | $10,827+57.3% |