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 | $60,924 | $95,193-36.0% | $76,523-20.4% | $135,375-55.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.00% | 4.85%-10.8pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,726 | $3,302-17.5% | $2,647+3.0% | $4,779-43.0% |
| Participant deferral / active EE | $14,050 | $4,639+202.8% | $3,835+266.3% | $5,609+150.5% |
| Admin fee / account holder | $24,328 | $6,249+289.3% | $4,848+401.8% | $10,827+124.7% |