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 | $106,330 | $131,829-19.3% | $108,579-2.1% | $273,961-61.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.57% | -91.57%+95.1pp | -51.70%+55.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $3,311 | $4,912-32.6% | $3,758-11.9% | $4,869-32.0% |
| Participant deferral / active EE | $6,560 | $5,127+27.9% | $4,311+52.2% | $5,287+24.1% |
| Admin fee / account holder | $27,936 | $10,252+172.5% | $7,645+265.4% | $10,132+175.7% |