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 4-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 | $121,095 | $82,286+47.2% | $68,791+76.0% | $134,475-9.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,984 | $3,301-9.6% | $2,655+12.4% | $4,740-37.0% |
| Participant deferral / active EE | $12,855 | $4,739+171.3% | $3,941+226.2% | $6,400+100.9% |
| Admin fee / account holder | $1,240 | $6,481-80.9% | $4,932-74.9% | $11,426-89.1% |