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 | $79,515 | $45,863+73.4% | $77,024+3.2% | $68,494+16.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.77% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,409 | $1,650-14.6% | $2,812-49.9% | $2,596-45.7% |
| Participant deferral / active EE | $11,103 | $2,962+274.8% | $4,426+150.8% | $4,027+175.7% |
| Admin fee / account holder | $1,837 | $3,041-39.6% | $5,425-66.1% | $5,403-66.0% |