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 | $93,285 | $107,791-13.5% | $90,645+2.9% | $135,375-31.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.13% | -0.90%-3.2pp | 1.88%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,398 | $3,018+12.6% | $2,532+34.2% | $4,779-28.9% |
| Participant deferral / active EE | $3,488 | $3,872-9.9% | $3,425+1.9% | $5,609-37.8% |
| Admin fee / account holder | $24,437 | $5,930+312.1% | $4,994+389.4% | $10,827+125.7% |