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 | $71,670 | $95,862-25.2% | $79,550-9.9% | $134,475-46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.26% | -2.69%-10.6pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $12,258 | $3,128+291.9% | $2,413+408.0% | $4,740+158.6% |
| Participant deferral / active EE | $8,200 | $4,693+74.7% | $3,985+105.8% | $6,400+28.1% |
| Admin fee / account holder | $652 | $9,126-92.9% | $6,832-90.5% | $11,426-94.3% |