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 7-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 | $90,663 | $110,094-17.6% | $151,611-40.2% | $68,494+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.92% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,491 | $4,471+45.2% | $6,166+5.3% | $2,596+150.0% |
| Participant deferral / active EE | $22,213 | $6,527+240.3% | $8,363+165.6% | $4,027+451.6% |
| Admin fee / account holder | $4,536 | $7,719-41.2% | $11,616-60.9% | $5,403-16.0% |