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 | $118,594 | $110,094+7.7% | $151,611-21.8% | $68,494+73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.30% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,992 | $4,471-10.7% | $6,166-35.3% | $2,596+53.8% |
| Participant deferral / active EE | $3,774 | $6,527-42.2% | $8,363-54.9% | $4,027-6.3% |
| Admin fee / account holder | $388 | $7,719-95.0% | $11,616-96.7% | $5,403-92.8% |