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 | $105,428 | $48,265+118.4% | $68,791+53.3% | $68,494+53.9% |
| Participation rate | 93.3% | 60.7%+32.7pp | 69.0%+24.3pp | 67.9%+25.4pp |
| Annual return | -15.39% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,000 | $1,829+118.7% | $2,655+50.6% | $2,596+54.1% |
| Participant deferral / active EE | $3,161 | $2,867+10.3% | $3,941-19.8% | $4,027-21.5% |
| Admin fee / account holder | $6,406 | $4,355+47.1% | $4,932+29.9% | $5,403+18.6% |