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 | $130,407 | $69,010+89.0% | $159,960-18.5% | $68,494+90.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.22% | -9.65%-7.6pp | 408.60%-425.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,164 | $2,213-2.2% | $4,226-48.8% | $2,596-16.7% |
| Participant deferral / active EE | $6,422 | $4,212+52.5% | $6,182+3.9% | $4,027+59.5% |
| Admin fee / account holder | $17,344 | $4,798+261.5% | $8,698+99.4% | $5,403+221.0% |