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 | $85,053 | $110,094-22.7% | $151,611-43.9% | $68,494+24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 1.16% | -10.12%+11.3pp | 3.33%-2.2pp | -7.84%+9.0pp |
| Employer contribution / active EE | $3,675 | $4,471-17.8% | $6,166-40.4% | $2,596+41.6% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,008 | $7,719-86.9% | $11,616-91.3% | $5,403-81.3% |