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 | $114,014 | $90,519+26.0% | $93,789+21.6% | $134,475-15.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.87% | -15.72%-1.2pp | -11.33%-5.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $14,139 | $4,343+225.6% | $4,323+227.1% | $4,740+198.3% |
| Participant deferral / active EE | $5,852 | $5,978-2.1% | $6,094-4.0% | $6,400-8.6% |
| Admin fee / account holder | $1,218 | $9,252-86.8% | $7,195-83.1% | $11,426-89.3% |