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 | $77,026 | $59,107+30.3% | $86,436-10.9% | $68,494+12.5% |
| Participation rate | 71.1% | 75.2%-4.2pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | -16.08% | -0.23%-15.8pp | 4394.89%-4411.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,320 | $5,901+7.1% | $6,952-9.1% | $4,027+56.9% |
| Admin fee / account holder | $25,956 | $5,637+360.5% | $6,731+285.6% | $5,403+380.4% |