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 | $65,025 | $167,307-61.1% | $143,757-54.8% | $134,475-51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.05% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $6,871 | $5,619+22.3% | $4,951+38.8% | $4,740+45.0% |
| Participant deferral / active EE | $17,305 | $6,446+168.5% | $5,637+207.0% | $6,400+170.4% |
| Admin fee / account holder | $3,890 | $18,088-78.5% | $14,673-73.5% | $11,426-66.0% |