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 9-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 | $118,577 | $105,860+12.0% | $90,749+30.7% | $134,475-11.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.93% | -11.01%-6.9pp | -12.16%-5.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,842 | $3,462-17.9% | $2,921-2.7% | $4,740-40.0% |
| Participant deferral / active EE | $3,600 | $5,216-31.0% | $4,564-21.1% | $6,400-43.7% |
| Admin fee / account holder | $7,250 | $13,938-48.0% | $8,445-14.1% | $11,426-36.5% |