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 | $111,088 | $86,699+28.1% | $73,307+51.5% | $125,391-11.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.04% | 2.78%-4.8pp | 5.67%-7.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,801 | $4,152-56.6% | $3,237-44.4% | $4,866-63.0% |
| Participant deferral / active EE | $5,730 | $5,550+3.3% | $4,991+14.8% | $5,352+7.1% |
| Admin fee / account holder | $471 | $7,771-93.9% | $5,637-91.7% | $9,540-95.1% |