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 | $78,249 | $110,094-28.9% | $151,611-48.4% | $68,494+14.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -4.41% | -10.12%+5.7pp | 3.33%-7.7pp | -7.84%+3.4pp |
| Employer contribution / active EE | $3,261 | $4,471-27.1% | $6,166-47.1% | $2,596+25.6% |
| Participant deferral / active EE | $5,492 | $6,527-15.9% | $8,363-34.3% | $4,027+36.4% |
| Admin fee / account holder | $4,988 | $7,719-35.4% | $11,616-57.1% | $5,403-7.7% |