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 | $72,195 | $73,867-2.3% | $143,757-49.8% | $68,494+5.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.65% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,628 | $3,184-17.5% | $4,951-46.9% | $2,596+1.2% |
| Participant deferral / active EE | $5,207 | $3,384+53.9% | $5,637-7.6% | $4,027+29.3% |
| Admin fee / account holder | $14,826 | $5,755+157.6% | $14,673+1.0% | $5,403+174.4% |