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 | $170,853 | $90,519+88.7% | $93,789+82.2% | $134,475+27.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.61% | -15.72%-1.9pp | -11.33%-6.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $6,733 | $4,343+55.0% | $4,323+55.8% | $4,740+42.1% |
| Participant deferral / active EE | $5,934 | $5,978-0.7% | $6,094-2.6% | $6,400-7.3% |
| Admin fee / account holder | $1,106 | $9,252-88.0% | $7,195-84.6% | $11,426-90.3% |