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 | $103,961 | $113,935-8.8% | $94,224+10.3% | $125,391-17.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.91% | 5.29%-8.2pp | 10.68%-13.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $9,049 | $4,727+91.4% | $3,587+152.3% | $4,866+86.0% |
| Participant deferral / active EE | $1,740 | $5,179-66.4% | $4,320-59.7% | $5,352-67.5% |
| Admin fee / account holder | $5,523 | $8,391-34.2% | $6,269-11.9% | $9,540-42.1% |