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 6-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 | $94,346 | $73,004+29.2% | $90,749+4.0% | $68,494+37.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.01% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,087 | $2,193+40.8% | $2,921+5.7% | $2,596+18.9% |
| Participant deferral / active EE | $5,705 | $3,627+57.3% | $4,564+25.0% | $4,027+41.7% |
| Admin fee / account holder | $1,664 | $5,896-71.8% | $8,445-80.3% | $5,403-69.2% |