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 | $75,483 | $42,383+78.1% | $76,523-1.4% | $64,186+17.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.03% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,249 | $1,563+107.9% | $2,647+22.8% | $2,381+36.5% |
| Participant deferral / active EE | $9,511 | $2,566+270.6% | $3,835+148.0% | $3,470+174.1% |
| Admin fee / account holder | $2,065 | $3,198-35.4% | $4,848-57.4% | $4,888-57.8% |