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 | $113,004 | $82,664+36.7% | $125,339-9.8% | $68,494+65.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,273 | $3,381-3.2% | $4,814-32.0% | $2,596+26.1% |
| Participant deferral / active EE | $6,210 | $6,110+1.6% | $7,446-16.6% | $4,027+54.2% |
| Admin fee / account holder | $737 | $6,275-88.3% | $10,010-92.6% | $5,403-86.4% |