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 | $78,808 | $42,894+83.7% | $60,874+29.5% | $68,494+15.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.28% | -13.98%+0.7pp | 16.90%-30.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,715 | $1,978+87.8% | $2,701+37.5% | $2,596+43.1% |
| Participant deferral / active EE | $3,747 | $2,867+30.7% | $3,817-1.8% | $4,027-7.0% |
| Admin fee / account holder | $4,376 | $3,101+41.1% | $3,224+35.7% | $5,403-19.0% |