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 | $59,516 | $131,829-54.9% | $108,579-45.2% | $273,961-78.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.89% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,142 | $4,912-56.4% | $3,758-43.0% | $4,869-56.0% |
| Participant deferral / active EE | $5,263 | $5,127+2.6% | $4,311+22.1% | $5,287-0.5% |
| Admin fee / account holder | $426 | $10,252-95.8% | $7,645-94.4% | $10,132-95.8% |