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 | $91,594 | $95,862-4.5% | $79,550+15.1% | $134,475-31.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -4.36% | -2.69%-1.7pp | 0.16%-4.5pp | 417.96%-422.3pp |
| Employer contribution / active EE | $2,270 | $3,128-27.4% | $2,413-5.9% | $4,740-52.1% |
| Participant deferral / active EE | $9,494 | $4,693+102.3% | $3,985+138.2% | $6,400+48.3% |
| Admin fee / account holder | $55,236 | $9,126+505.3% | $6,832+708.5% | $11,426+383.4% |