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 8-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 | $70,467 | $42,894+64.3% | $60,874+15.8% | $68,494+2.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.76% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,328 | $1,978+118.8% | $2,701+60.2% | $2,596+66.7% |
| Participant deferral / active EE | $7,724 | $2,867+169.4% | $3,817+102.4% | $4,027+91.8% |
| Admin fee / account holder | $5,546 | $3,101+78.9% | $3,224+72.0% | $5,403+2.7% |