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 | $70,680 | $99,032-28.6% | $80,019-11.7% | $135,375-47.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.87% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $7,058 | $3,043+131.9% | $2,468+186.0% | $4,779+47.7% |
| Participant deferral / active EE | $3,682 | $4,282-14.0% | $3,686-0.1% | $5,609-34.4% |
| Admin fee / account holder | $13,957 | $10,436+33.7% | $6,521+114.0% | $10,827+28.9% |