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 | $74,226 | $95,971-22.7% | $74,550-0.4% | $135,375-45.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.56% | 56.96%-61.5pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,871 | $2,716+42.5% | $1,961+97.4% | $4,779-19.0% |
| Participant deferral / active EE | $2,494 | $3,843-35.1% | $3,108-19.8% | $5,609-55.5% |
| Admin fee / account holder | $7,578 | $6,522+16.2% | $5,060+49.8% | $10,827-30.0% |