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 | $78,313 | $59,805+30.9% | $79,550-1.6% | $68,494+14.3% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -9.33% | -12.30%+3.0pp | 0.16%-9.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $8,333 | $1,505+453.7% | $2,413+245.3% | $2,596+221.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $41,990 | $4,835+768.5% | $6,832+514.6% | $5,403+677.2% |