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 | $145,789 | $59,805+143.8% | $79,550+83.3% | $68,494+112.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.58% | -12.30%-1.3pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,448 | $1,505+62.6% | $2,413+1.4% | $2,596-5.7% |
| Participant deferral / active EE | $6,178 | $3,024+104.3% | $3,985+55.0% | $4,027+53.4% |
| Admin fee / account holder | $1,962 | $4,835-59.4% | $6,832-71.3% | $5,403-63.7% |