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 | $60,130 | $82,664-27.3% | $125,339-52.0% | $68,494-12.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.55% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,265 | $3,381-3.4% | $4,814-32.2% | $2,596+25.7% |
| Participant deferral / active EE | $6,536 | $6,110+7.0% | $7,446-12.2% | $4,027+62.3% |
| Admin fee / account holder | $18,500 | $6,275+194.8% | $10,010+84.8% | $5,403+242.4% |