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 | $110,077 | $82,286+33.8% | $68,791+60.0% | $134,475-18.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.81% | -2.19%-13.6pp | -6.38%-9.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,588 | $3,301-21.6% | $2,655-2.5% | $4,740-45.4% |
| Participant deferral / active EE | $3,370 | $4,739-28.9% | $3,941-14.5% | $6,400-47.3% |
| Admin fee / account holder | $7,254 | $6,481+11.9% | $4,932+47.1% | $11,426-36.5% |