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 | $75,657 | $93,024-18.7% | $77,024-1.8% | $134,475-43.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.70% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $7,596 | $3,418+122.2% | $2,812+170.1% | $4,740+60.3% |
| Participant deferral / active EE | $7,866 | $5,238+50.2% | $4,426+77.7% | $6,400+22.9% |
| Admin fee / account holder | $15,827 | $6,944+127.9% | $5,425+191.7% | $11,426+38.5% |