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 | $71,838 | $82,032-12.4% | $123,104-41.6% | $59,632+20.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.79% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,339 | $3,297-29.1% | $5,151-54.6% | $2,203+6.2% |
| Participant deferral / active EE | $3,518 | $4,667-24.6% | $6,230-43.5% | $3,192+10.2% |
| Admin fee / account holder | $9,987 | $5,881+69.8% | $9,015+10.8% | $4,297+132.4% |