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 | $98,144 | $42,894+128.8% | $60,874+61.2% | $68,494+43.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.21% | -13.98%+3.8pp | 16.90%-27.1pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,290 | $1,978-34.8% | $2,701-52.2% | $2,596-50.3% |
| Participant deferral / active EE | $1,299 | $2,867-54.7% | $3,817-66.0% | $4,027-67.7% |
| Admin fee / account holder | $7,713 | $3,101+148.8% | $3,224+139.2% | $5,403+42.8% |