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 | $92,224 | $48,265+91.1% | $68,791+34.1% | $68,494+34.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -10.35% | -12.71%+2.4pp | -6.38%-4.0pp | -7.84%-2.5pp |
| Employer contribution / active EE | $15,532 | $1,829+749.4% | $2,655+485.0% | $2,596+498.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,259 | $4,355+250.4% | $4,932+209.4% | $5,403+182.4% |