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 | $77,334 | $127,100-39.2% | $105,738-26.9% | $135,375-42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 4.49%-11.0pp | 6.27%-12.8pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,571 | $4,107-37.4% | $3,268-21.3% | $4,779-46.2% |
| Participant deferral / active EE | $9,256 | $5,064+82.8% | $4,080+126.9% | $5,609+65.0% |
| Admin fee / account holder | $5,566 | $9,087-38.8% | $6,913-19.5% | $10,827-48.6% |