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 | $82,385 | $107,791-23.6% | $90,645-9.1% | $135,375-39.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.30% | -0.90%-0.4pp | 1.88%-3.2pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,041 | $3,018-32.4% | $2,532-19.4% | $4,779-57.3% |
| Participant deferral / active EE | $4,105 | $3,872+6.0% | $3,425+19.9% | $5,609-26.8% |
| Admin fee / account holder | $15,100 | $5,930+154.6% | $4,994+202.4% | $10,827+39.5% |