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 | $89,791 | $93,024-3.5% | $77,024+16.6% | $134,475-33.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.11% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,358 | $3,418-1.8% | $2,812+19.4% | $4,740-29.2% |
| Participant deferral / active EE | $5,634 | $5,238+7.6% | $4,426+27.3% | $6,400-12.0% |
| Admin fee / account holder | $35,887 | $6,944+416.8% | $5,425+561.5% | $11,426+214.1% |