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 | $86,108 | $131,829-34.7% | $108,579-20.7% | $273,961-68.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.83% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $8,062 | $4,912+64.1% | $3,758+114.5% | $4,869+65.6% |
| Participant deferral / active EE | $6,187 | $5,127+20.7% | $4,311+43.5% | $5,287+17.0% |
| Admin fee / account holder | $1,078 | $10,252-89.5% | $7,645-85.9% | $10,132-89.4% |