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 | $61,624 | $53,162+15.9% | $91,220-32.4% | $68,494-10.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -18.12% | -3.14%-15.0pp | 114.01%-132.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $10,440 | $1,709+510.8% | $2,850+266.3% | $2,596+302.1% |
| Participant deferral / active EE | $3,922 | $2,974+31.9% | $4,234-7.4% | $4,027-2.6% |
| Admin fee / account holder | $8,022 | $4,493+78.5% | $5,420+48.0% | $5,403+48.5% |