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 | $99,018 | $107,791-8.1% | $90,645+9.2% | $135,375-26.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.14% | -0.90%+1.0pp | 1.88%-1.7pp | 519.73%-519.6pp |
| Employer contribution / active EE | $10,592 | $3,018+251.0% | $2,532+318.4% | $4,779+121.6% |
| Participant deferral / active EE | $4,231 | $3,872+9.3% | $3,425+23.6% | $5,609-24.6% |
| Admin fee / account holder | $2,089 | $5,930-64.8% | $4,994-58.2% | $10,827-80.7% |