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 | $72,411 | $82,664-12.4% | $125,339-42.2% | $68,494+5.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $9,124 | $3,381+169.9% | $4,814+89.5% | $2,596+251.4% |
| Participant deferral / active EE | $8,216 | $6,110+34.5% | $7,446+10.3% | $4,027+104.0% |
| Admin fee / account holder | $2,082 | $6,275-66.8% | $10,010-79.2% | $5,403-61.5% |