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 | $93,223 | $67,214+38.7% | $61,491+51.6% | $134,475-30.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | -12.08%-4.0pp | -12.98%-3.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,037 | $4,974+1.3% | $4,246+18.6% | $4,740+6.3% |
| Participant deferral / active EE | $10,581 | $6,103+73.4% | $5,188+103.9% | $6,400+65.3% |
| Admin fee / account holder | $26,564 | $4,610+476.2% | $4,312+516.1% | $11,426+132.5% |