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 | $84,757 | $73,867+14.7% | $143,757-41.0% | $68,494+23.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.52% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,560 | $3,184-19.6% | $4,951-48.3% | $2,596-1.4% |
| Participant deferral / active EE | $5,489 | $3,384+62.2% | $5,637-2.6% | $4,027+36.3% |
| Admin fee / account holder | $4,815 | $5,755-16.3% | $14,673-67.2% | $5,403-10.9% |