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 | $57,682 | $93,024-38.0% | $77,024-25.1% | $134,475-57.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -2.70% | 62.60%-65.3pp | 42.32%-45.0pp | 417.96%-420.7pp |
| Employer contribution / active EE | $2,325 | $3,418-32.0% | $2,812-17.3% | $4,740-50.9% |
| Participant deferral / active EE | $10,518 | $5,238+100.8% | $4,426+137.6% | $6,400+64.4% |
| Admin fee / account holder | $5,468 | $6,944-21.3% | $5,425+0.8% | $11,426-52.1% |