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 | $89,843 | $64,707+38.8% | $112,228-19.9% | $68,494+31.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $15,716 | $2,746+472.3% | $3,635+332.4% | $2,596+505.3% |
| Participant deferral / active EE | $2,193 | $3,565-38.5% | $4,728-53.6% | $4,027-45.6% |
| Admin fee / account holder | $9,108 | $5,232+74.1% | $6,410+42.1% | $5,403+68.6% |