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 | $59,159 | $95,862-38.3% | $79,550-25.6% | $134,475-56.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.07% | -2.69%-3.4pp | 0.16%-6.2pp | 417.96%-424.0pp |
| Employer contribution / active EE | $13,158 | $3,128+320.6% | $2,413+445.3% | $4,740+177.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,918 | $9,126-79.0% | $6,832-71.9% | $11,426-83.2% |