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 | $92,749 | $92,222+0.6% | $76,768+20.8% | $135,375-31.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.46% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,044 | $3,216-5.3% | $2,485+22.5% | $4,779-36.3% |
| Participant deferral / active EE | $8,924 | $4,509+97.9% | $3,852+131.7% | $5,609+59.1% |
| Admin fee / account holder | $1,427 | $10,748-86.7% | $6,675-78.6% | $10,827-86.8% |