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 | $129,472 | $59,805+116.5% | $79,550+62.8% | $68,494+89.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.76% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,153 | $1,505-23.4% | $2,413-52.2% | $2,596-55.6% |
| Participant deferral / active EE | $6,571 | $3,024+117.3% | $3,985+64.9% | $4,027+63.2% |
| Admin fee / account holder | $15,360 | $4,835+217.7% | $6,832+124.8% | $5,403+184.3% |