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 | $108,700 | $59,805+81.8% | $79,550+36.6% | $68,494+58.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.57% | -12.30%-2.3pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,748 | $1,505+16.1% | $2,413-27.6% | $2,596-32.7% |
| Participant deferral / active EE | $7,234 | $3,024+139.2% | $3,985+81.5% | $4,027+79.6% |
| Admin fee / account holder | $33,528 | $4,835+593.5% | $6,832+390.7% | $5,403+520.6% |