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 | $65,792 | $93,024-29.3% | $77,024-14.6% | $134,475-51.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.58% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,627 | $3,418+64.6% | $2,812+100.1% | $4,740+18.7% |
| Participant deferral / active EE | $11,697 | $5,238+123.3% | $4,426+164.3% | $6,400+82.8% |
| Admin fee / account holder | $4,319 | $6,944-37.8% | $5,425-20.4% | $11,426-62.2% |