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 | $108,377 | $45,863+136.3% | $77,024+40.7% | $68,494+58.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.26% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $7,929 | $1,650+380.7% | $2,812+182.0% | $2,596+205.4% |
| Participant deferral / active EE | $8,365 | $2,962+182.4% | $4,426+89.0% | $4,027+107.7% |
| Admin fee / account holder | $2,001 | $3,041-34.2% | $5,425-63.1% | $5,403-63.0% |