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 | $77,347 | $43,327+78.5% | $59,878+29.2% | $64,186+20.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.99% | -1.55%-3.4pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,603 | $2,028-21.0% | $2,722-41.1% | $2,381-32.7% |
| Participant deferral / active EE | $3,569 | $2,546+40.2% | $3,402+4.9% | $3,470+2.9% |
| Admin fee / account holder | $15,553 | $3,005+417.6% | $3,590+333.2% | $4,888+218.2% |