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 | $108,773 | $211,958-48.7% | $169,463-35.8% | $135,375-19.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.97% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,691 | $5,120-47.4% | $4,159-35.3% | $4,779-43.7% |
| Participant deferral / active EE | $9,225 | $6,075+51.8% | $5,277+74.8% | $5,609+64.5% |
| Admin fee / account holder | $327 | $11,471-97.1% | $9,109-96.4% | $10,827-97.0% |