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 | $109,946 | $67,214+63.6% | $61,491+78.8% | $134,475-18.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.65% | -12.08%+1.4pp | -12.98%+2.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $4,022 | $4,974-19.1% | $4,246-5.3% | $4,740-15.1% |
| Participant deferral / active EE | $7,701 | $6,103+26.2% | $5,188+48.4% | $6,400+20.3% |
| Admin fee / account holder | $2,689 | $4,610-41.7% | $4,312-37.6% | $11,426-76.5% |