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 | $68,631 | $87,705-21.7% | $63,517+8.1% | $125,391-45.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.02% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $12,930 | $3,601+259.1% | $2,322+456.9% | $4,866+165.7% |
| Participant deferral / active EE | $6,889 | $3,939+74.9% | $2,953+133.3% | $5,352+28.7% |
| Admin fee / account holder | $582 | $11,948-95.1% | $5,892-90.1% | $9,540-93.9% |