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 | $55,163 | $48,265+14.3% | $68,791-19.8% | $68,494-19.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.88% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $7,720 | $1,829+322.2% | $2,655+190.7% | $2,596+197.3% |
| Participant deferral / active EE | $5,138 | $2,867+79.2% | $3,941+30.4% | $4,027+27.6% |
| Admin fee / account holder | $13,124 | $4,355+201.3% | $4,932+166.1% | $5,403+142.9% |