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 | $91,538 | $48,265+89.7% | $68,791+33.1% | $68,494+33.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.94% | -12.71%-3.2pp | -6.38%-9.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,041 | $1,829+11.6% | $2,655-23.1% | $2,596-21.4% |
| Participant deferral / active EE | $4,467 | $2,867+55.8% | $3,941+13.3% | $4,027+10.9% |
| Admin fee / account holder | $2,889 | $4,355-33.7% | $4,932-41.4% | $5,403-46.5% |