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 | $63,756 | $69,518-8.3% | $59,878+6.5% | $135,375-52.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.84% | 7.94%-14.8pp | 3.46%-10.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $12,944 | $3,235+300.2% | $2,722+375.6% | $4,779+170.9% |
| Participant deferral / active EE | $7,628 | $4,206+81.4% | $3,402+124.2% | $5,609+36.0% |
| Admin fee / account holder | $3,090 | $5,734-46.1% | $3,590-13.9% | $10,827-71.5% |