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 | $77,423 | $211,958-63.5% | $169,463-54.3% | $135,375-42.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.19% | 3.26%-7.5pp | 1.83%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,706 | $5,120-8.1% | $4,159+13.2% | $4,779-1.5% |
| Participant deferral / active EE | $8,757 | $6,075+44.1% | $5,277+66.0% | $5,609+56.1% |
| Admin fee / account holder | $2,382 | $11,471-79.2% | $9,109-73.9% | $10,827-78.0% |