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 | $93,991 | $45,863+104.9% | $77,024+22.0% | $68,494+37.2% |
| Participation rate | 89.7% | 55.9%+33.7pp | 67.9%+21.8pp | 67.9%+21.8pp |
| Annual return | -14.70% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $411 | $1,650-75.1% | $2,812-85.4% | $2,596-84.2% |
| Participant deferral / active EE | $3,257 | $2,962+9.9% | $4,426-26.4% | $4,027-19.1% |
| Admin fee / account holder | $18,999 | $3,041+524.9% | $5,425+250.2% | $5,403+251.7% |