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 6-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 | $72,408 | $73,867-2.0% | $143,757-49.6% | $68,494+5.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.96% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,917 | $3,184+23.0% | $4,951-20.9% | $2,596+50.9% |
| Participant deferral / active EE | $6,124 | $3,384+81.0% | $5,637+8.6% | $4,027+52.1% |
| Admin fee / account holder | $1,904 | $5,755-66.9% | $14,673-87.0% | $5,403-64.8% |