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 | $106,300 | $110,094-3.4% | $151,611-29.9% | $68,494+55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.47% | -10.12%-3.3pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,519 | $4,471-43.7% | $6,166-59.1% | $2,596-3.0% |
| Participant deferral / active EE | $4,044 | $6,527-38.0% | $8,363-51.6% | $4,027+0.4% |
| Admin fee / account holder | $8,213 | $7,719+6.4% | $11,616-29.3% | $5,403+52.0% |