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 | $94,981 | $82,664+14.9% | $125,339-24.2% | $68,494+38.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.87% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,049 | $3,381-9.8% | $4,814-36.7% | $2,596+17.4% |
| Participant deferral / active EE | $4,507 | $6,110-26.2% | $7,446-39.5% | $4,027+11.9% |
| Admin fee / account holder | $20,119 | $6,275+220.6% | $10,010+101.0% | $5,403+272.4% |