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 | $76,671 | $73,867+3.8% | $143,757-46.7% | $68,494+11.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.96% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $8,529 | $3,184+167.8% | $4,951+72.3% | $2,596+228.5% |
| Participant deferral / active EE | $4,720 | $3,384+39.5% | $5,637-16.3% | $4,027+17.2% |
| Admin fee / account holder | $4,422 | $5,755-23.2% | $14,673-69.9% | $5,403-18.2% |