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 | $70,088 | $73,867-5.1% | $143,757-51.2% | $68,494+2.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.25% | 1.01%-10.3pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $4,993 | $3,184+56.8% | $4,951+0.9% | $2,596+92.3% |
| Participant deferral / active EE | $4,885 | $3,384+44.3% | $5,637-13.3% | $4,027+21.3% |
| Admin fee / account holder | $9,216 | $5,755+60.1% | $14,673-37.2% | $5,403+70.6% |