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 | $56,723 | $73,867-23.2% | $143,757-60.5% | $68,494-17.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.78% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,258 | $3,184+96.5% | $4,951+26.4% | $2,596+141.0% |
| Participant deferral / active EE | $4,938 | $3,384+45.9% | $5,637-12.4% | $4,027+22.6% |
| Admin fee / account holder | $52,099 | $5,755+805.3% | $14,673+255.1% | $5,403+864.3% |