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 | $69,277 | $117,690-41.1% | $71,735-3.4% | $134,475-48.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -9.88% | 25.44%-35.3pp | 9.14%-19.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,839 | $2,525+12.4% | $1,704+66.6% | $4,740-40.1% |
| Participant deferral / active EE | $3,882 | $3,759+3.3% | $2,658+46.0% | $6,400-39.3% |
| Admin fee / account holder | $23,133 | $6,379+262.6% | $3,974+482.1% | $11,426+102.5% |