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 | $139,772 | $147,167-5.0% | $111,392+25.5% | $135,375+3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -3.28% | -4.44%+1.2pp | -2.06%-1.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,797 | $5,204-27.0% | $4,328-12.3% | $4,779-20.5% |
| Participant deferral / active EE | $4,878 | $6,565-25.7% | $5,567-12.4% | $5,609-13.0% |
| Admin fee / account holder | $424 | $20,270-97.9% | $12,266-96.5% | $10,827-96.1% |