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 | $73,868 | $45,863+61.1% | $77,024-4.1% | $68,494+7.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.98% | 1.72%-16.7pp | 42.32%-57.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,229 | $1,650+217.0% | $2,812+86.0% | $2,596+101.4% |
| Participant deferral / active EE | $5,763 | $2,962+94.6% | $4,426+30.2% | $4,027+43.1% |
| Admin fee / account holder | $9,129 | $3,041+200.2% | $5,425+68.3% | $5,403+69.0% |