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 8-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 | $120,557 | $82,286+46.5% | $68,791+75.2% | $134,475-10.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.78% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,925 | $3,301-41.7% | $2,655-27.5% | $4,740-59.4% |
| Participant deferral / active EE | $8,250 | $4,739+74.1% | $3,941+109.3% | $6,400+28.9% |
| Admin fee / account holder | $2,305 | $6,481-64.4% | $4,932-53.3% | $11,426-79.8% |