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 | $64,744 | $49,280+31.4% | $67,313-3.8% | $64,186+0.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 2.87% | -1.39%+4.3pp | -4.08%+6.9pp | 7.63%-4.8pp |
| Employer contribution / active EE | $13,473 | $1,668+707.5% | $2,566+425.1% | $2,381+465.9% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,487 | $3,863-35.6% | $4,507-44.8% | $4,888-49.1% |