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 9-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 | $67,453 | $45,863+47.1% | $77,024-12.4% | $68,494-1.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.42% | 1.72%-16.1pp | 42.32%-56.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $4,376 | $1,650+165.3% | $2,812+55.6% | $2,596+68.5% |
| Participant deferral / active EE | $8,718 | $2,962+194.3% | $4,426+97.0% | $4,027+116.5% |
| Admin fee / account holder | $7,021 | $3,041+130.9% | $5,425+29.4% | $5,403+29.9% |