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 | $88,096 | $131,829-33.2% | $108,579-18.9% | $273,961-67.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.27% | -91.57%+96.8pp | -51.70%+57.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,615 | $4,912-46.8% | $3,758-30.4% | $4,869-46.3% |
| Participant deferral / active EE | $7,064 | $5,127+37.8% | $4,311+63.9% | $5,287+33.6% |
| Admin fee / account holder | $20,097 | $10,252+96.0% | $7,645+162.9% | $10,132+98.4% |