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 | $122,201 | $42,383+188.3% | $76,523+59.7% | $64,186+90.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.80% | -16.54%+10.7pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,962 | $1,563+345.3% | $2,647+163.0% | $2,381+192.4% |
| Participant deferral / active EE | $7,544 | $2,566+193.9% | $3,835+96.7% | $3,470+117.4% |
| Admin fee / account holder | $5,176 | $3,198+61.8% | $4,848+6.8% | $4,888+5.9% |