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 | $68,260 | $77,813-12.3% | $123,544-44.7% | $64,186+6.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.27% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,666 | $3,014-44.7% | $4,628-64.0% | $2,381-30.0% |
| Participant deferral / active EE | $4,286 | $5,240-18.2% | $6,426-33.3% | $3,470+23.5% |
| Admin fee / account holder | $699 | $5,519-87.3% | $9,284-92.5% | $4,888-85.7% |