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 6-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 | $62,632 | $69,518-9.9% | $59,878+4.6% | $135,375-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.30% | 7.94%-9.2pp | 3.46%-4.8pp | 519.73%-521.0pp |
| Employer contribution / active EE | $9,125 | $3,235+182.1% | $2,722+235.3% | $4,779+90.9% |
| Participant deferral / active EE | $5,206 | $4,206+23.8% | $3,402+53.0% | $5,609-7.2% |
| Admin fee / account holder | $13,424 | $5,734+134.1% | $3,590+273.9% | $10,827+24.0% |