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 | $70,257 | $72,404-3.0% | $110,238-36.3% | $64,186+9.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.63% | -6.29%+0.7pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,587 | $2,282+101.1% | $3,826+19.9% | $2,381+92.7% |
| Participant deferral / active EE | $2,767 | $3,469-20.2% | $4,672-40.8% | $3,470-20.2% |
| Admin fee / account holder | $4,468 | $5,664-21.1% | $8,547-47.7% | $4,888-8.6% |