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 | $72,856 | $92,222-21.0% | $76,768-5.1% | $135,375-46.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.83% | 5.46%-8.3pp | 2.43%-5.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $5,119 | $3,216+59.2% | $2,485+106.0% | $4,779+7.1% |
| Participant deferral / active EE | $7,032 | $4,509+56.0% | $3,852+82.6% | $5,609+25.4% |
| Admin fee / account holder | $5,874 | $10,748-45.3% | $6,675-12.0% | $10,827-45.7% |