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 | $100,743 | $110,094-8.5% | $151,611-33.6% | $68,494+47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.03% | -10.12%+2.1pp | 3.33%-11.4pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,846 | $4,471-36.3% | $6,166-53.8% | $2,596+9.6% |
| Participant deferral / active EE | $5,113 | $6,527-21.7% | $8,363-38.9% | $4,027+27.0% |
| Admin fee / account holder | $825 | $7,719-89.3% | $11,616-92.9% | $5,403-84.7% |