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 | $69,495 | $59,107+17.6% | $86,436-19.6% | $68,494+1.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.36% | -0.23%-12.1pp | 4394.89%-4407.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $9,258 | $2,519+267.6% | $3,769+145.7% | $2,596+256.6% |
| Participant deferral / active EE | $6,373 | $5,901+8.0% | $6,952-8.3% | $4,027+58.3% |
| Admin fee / account holder | $352 | $5,637-93.8% | $6,731-94.8% | $5,403-93.5% |