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 | $99,574 | $90,519+10.0% | $93,789+6.2% | $134,475-26.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.10% | -15.72%-1.4pp | -11.33%-5.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,358 | $4,343+0.3% | $4,323+0.8% | $4,740-8.1% |
| Participant deferral / active EE | $2,576 | $5,978-56.9% | $6,094-57.7% | $6,400-59.7% |
| Admin fee / account holder | $939 | $9,252-89.9% | $7,195-86.9% | $11,426-91.8% |