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 | $68,120 | $69,010-1.3% | $159,960-57.4% | $68,494-0.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -11.66% | -9.65%-2.0pp | 408.60%-420.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $5,101 | $2,213+130.5% | $4,226+20.7% | $2,596+96.5% |
| Participant deferral / active EE | $8,467 | $4,212+101.0% | $6,182+36.9% | $4,027+110.2% |
| Admin fee / account holder | $2,536 | $4,798-47.1% | $8,698-70.8% | $5,403-53.1% |