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 | $69,123 | $49,177+40.6% | $79,464-13.0% | $64,186+7.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.89% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,900 | $2,076+280.5% | $2,800+182.1% | $2,381+231.8% |
| Participant deferral / active EE | $3,971 | $2,821+40.7% | $3,704+7.2% | $3,470+14.4% |
| Admin fee / account holder | $1,562 | $3,839-59.3% | $5,113-69.4% | $4,888-68.0% |