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 | $73,687 | $54,229+35.9% | $70,092+5.1% | $68,494+7.6% |
| Participation rate | 76.7% | 64.5%+12.2pp | 70.5%+6.2pp | 67.9%+8.8pp |
| Annual return | -15.71% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,479 | $2,018+171.5% | $2,559+114.1% | $2,596+111.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,108 | $4,694+94.0% | $6,267+45.3% | $5,403+68.6% |