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 | $107,508 | $48,265+122.7% | $68,791+56.3% | $68,494+57.0% |
| Participation rate | 96.4% | 60.7%+35.7pp | 69.0%+27.3pp | 67.9%+28.5pp |
| Annual return | -13.46% | -12.71%-0.8pp | -6.38%-7.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $6,364 | $1,829+248.0% | $2,655+139.7% | $2,596+145.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,285 | $4,355+273.9% | $4,932+230.2% | $5,403+201.4% |