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 | $65,786 | $79,633-17.4% | $93,789-29.9% | $68,494-4.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -13.65% | -0.10%-13.6pp | -11.33%-2.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $9,521 | $3,665+159.8% | $4,323+120.3% | $2,596+266.7% |
| Participant deferral / active EE | $5,256 | $5,158+1.9% | $6,094-13.8% | $4,027+30.5% |
| Admin fee / account holder | $10,801 | $6,871+57.2% | $7,195+50.1% | $5,403+99.9% |