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 | $64,650 | $82,664-21.8% | $125,339-48.4% | $68,494-5.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,586 | $3,381+35.7% | $4,814-4.7% | $2,596+76.7% |
| Participant deferral / active EE | $6,034 | $6,110-1.2% | $7,446-19.0% | $4,027+49.8% |
| Admin fee / account holder | $5,574 | $6,275-11.2% | $10,010-44.3% | $5,403+3.2% |