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 | $67,008 | $27,641+142.4% | $61,373+9.2% | $68,494-2.2% |
| Participation rate | 97.0% | 39.5%+57.5pp | 52.6%+44.4pp | 67.9%+29.1pp |
| Annual return | -12.36% | -13.24%+0.9pp | 338.61%-351.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $6,856 | $695+885.7% | $1,159+491.3% | $2,596+164.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,008 | $2,010+99.4% | $2,130+88.2% | $5,403-25.8% |