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 | $126,417 | $54,726+131.0% | $68,793+83.8% | $64,186+97.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.67% | -1.62%-1.1pp | -4.63%+2.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $6,963 | $1,846+277.2% | $2,625+165.3% | $2,381+192.5% |
| Participant deferral / active EE | $4,401 | $2,626+67.6% | $3,311+32.9% | $3,470+26.9% |
| Admin fee / account holder | $4,248 | $4,027+5.5% | $5,131-17.2% | $4,888-13.1% |