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 | $106,193 | $83,908+26.6% | $68,509+55.0% | $125,391-15.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.25% | 14.48%-16.7pp | 8.27%-10.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,181 | $3,031+4.9% | $2,278+39.6% | $4,866-34.6% |
| Participant deferral / active EE | $5,811 | $4,125+40.9% | $3,382+71.8% | $5,352+8.6% |
| Admin fee / account holder | $538 | $8,982-94.0% | $5,275-89.8% | $9,540-94.4% |