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 | $64,314 | $64,707-0.6% | $112,228-42.7% | $68,494-6.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.42% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,684 | $2,746+107.0% | $3,635+56.4% | $2,596+118.9% |
| Participant deferral / active EE | $6,332 | $3,565+77.6% | $4,728+33.9% | $4,027+57.2% |
| Admin fee / account holder | $7,820 | $5,232+49.5% | $6,410+22.0% | $5,403+44.7% |