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 | $105,529 | $110,094-4.1% | $151,611-30.4% | $68,494+54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.51% | -10.12%+0.6pp | 3.33%-12.8pp | -7.84%-1.7pp |
| Employer contribution / active EE | $3,833 | $4,471-14.3% | $6,166-37.8% | $2,596+47.6% |
| Participant deferral / active EE | $11,502 | $6,527+76.2% | $8,363+37.5% | $4,027+185.6% |
| Admin fee / account holder | $2,240 | $7,719-71.0% | $11,616-80.7% | $5,403-58.5% |