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 | $92,507 | $73,867+25.2% | $143,757-35.7% | $68,494+35.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.24% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,502 | $3,184+104.2% | $4,951+31.3% | $2,596+150.4% |
| Participant deferral / active EE | $5,901 | $3,384+74.3% | $5,637+4.7% | $4,027+46.5% |
| Admin fee / account holder | $375 | $5,755-93.5% | $14,673-97.4% | $5,403-93.1% |