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 | $64,411 | $82,664-22.1% | $125,339-48.6% | $68,494-6.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,625 | $3,381+125.5% | $4,814+58.4% | $2,596+193.7% |
| Participant deferral / active EE | $3,985 | $6,110-34.8% | $7,446-46.5% | $4,027-1.0% |
| Admin fee / account holder | $3,822 | $6,275-39.1% | $10,010-61.8% | $5,403-29.3% |