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 | $105,580 | $48,265+118.7% | $68,791+53.5% | $68,494+54.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.38% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,655 | $1,829+45.2% | $2,6550% | $2,596+2.3% |
| Participant deferral / active EE | $5,209 | $2,867+81.7% | $3,941+32.2% | $4,027+29.4% |
| Admin fee / account holder | $9,617 | $4,355+120.8% | $4,932+95.0% | $5,403+78.0% |