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 | $66,665 | $129,942-48.7% | $104,294-36.1% | $134,475-50.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.85% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $13,121 | $4,184+213.6% | $3,372+289.2% | $4,740+176.8% |
| Participant deferral / active EE | $5,726 | $5,588+2.5% | $4,625+23.8% | $6,400-10.5% |
| Admin fee / account holder | $62,975 | $9,323+575.5% | $7,339+758.0% | $11,426+451.2% |