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 | $73,722 | $99,032-25.6% | $80,019-7.9% | $135,375-45.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.56% | 15.39%-21.9pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,895 | $3,043-4.9% | $2,468+17.3% | $4,779-39.4% |
| Participant deferral / active EE | $11,153 | $4,282+160.5% | $3,686+202.6% | $5,609+98.9% |
| Admin fee / account holder | $1,425 | $10,436-86.3% | $6,521-78.1% | $10,827-86.8% |