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 | $65,292 | $82,664-21.0% | $125,339-47.9% | $68,494-4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.93% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,440 | $3,381+31.3% | $4,814-7.8% | $2,596+71.0% |
| Participant deferral / active EE | $13,470 | $6,110+120.4% | $7,446+80.9% | $4,027+234.5% |
| Admin fee / account holder | $6,459 | $6,275+2.9% | $10,010-35.5% | $5,403+19.6% |