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 | $72,951 | $85,790-15.0% | $67,313+8.4% | $135,375-46.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.61% | -0.54%-5.1pp | -4.08%-1.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,401 | $3,487+54.9% | $2,566+110.5% | $4,779+13.0% |
| Participant deferral / active EE | $13,354 | $4,651+187.1% | $3,568+274.2% | $5,609+138.1% |
| Admin fee / account holder | $1,996 | $6,392-68.8% | $4,507-55.7% | $10,827-81.6% |