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 | $65,654 | $95,193-31.0% | $76,523-14.2% | $135,375-51.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.12% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $11,661 | $3,302+253.1% | $2,647+340.5% | $4,779+144.0% |
| Participant deferral / active EE | $18,807 | $4,639+305.4% | $3,835+390.3% | $5,609+235.3% |
| Admin fee / account holder | $313 | $6,249-95.0% | $4,848-93.5% | $10,827-97.1% |