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 | $70,979 | $59,805+18.7% | $79,550-10.8% | $68,494+3.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -7.52% | -12.30%+4.8pp | 0.16%-7.7pp | -7.84%+0.3pp |
| Employer contribution / active EE | $5,547 | $1,505+268.6% | $2,413+129.9% | $2,596+113.6% |
| Participant deferral / active EE | $6,015 | $3,024+98.9% | $3,985+50.9% | $4,027+49.4% |
| Admin fee / account holder | $6,006 | $4,835+24.2% | $6,832-12.1% | $5,403+11.2% |