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 | $118,592 | $59,805+98.3% | $79,550+49.1% | $68,494+73.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.12% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,690 | $1,505+12.3% | $2,413-30.0% | $2,596-34.9% |
| Participant deferral / active EE | $5,716 | $3,024+89.0% | $3,985+43.4% | $4,027+41.9% |
| Admin fee / account holder | $5,721 | $4,835+18.3% | $6,832-16.3% | $5,403+5.9% |