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 | $83,067 | $94,529-12.1% | $140,016-40.7% | $64,186+29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.82% | 7.77%-14.6pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,097 | $3,812-18.8% | $5,606-44.8% | $2,381+30.1% |
| Participant deferral / active EE | $5,526 | $5,250+5.2% | $6,927-20.2% | $3,470+59.3% |
| Admin fee / account holder | $331 | $6,741-95.1% | $10,705-96.9% | $4,888-93.2% |