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 | $73,426 | $42,894+71.2% | $60,874+20.6% | $68,494+7.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.79% | -13.98%+5.2pp | 16.90%-25.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $8,460 | $1,978+327.7% | $2,701+213.2% | $2,596+225.9% |
| Participant deferral / active EE | $2,255 | $2,867-21.3% | $3,817-40.9% | $4,027-44.0% |
| Admin fee / account holder | $6,255 | $3,101+101.7% | $3,224+94.0% | $5,403+15.8% |