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 | $83,577 | $81,900+2.0% | $119,609-30.1% | $68,494+22.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.06% | -23.82%+10.8pp | -14.97%+1.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $6,142 | $2,693+128.0% | $4,232+45.1% | $2,596+136.6% |
| Participant deferral / active EE | $4,194 | $4,148+1.1% | $5,602-25.1% | $4,027+4.1% |
| Admin fee / account holder | $2,807 | $6,582-57.4% | $10,323-72.8% | $5,403-48.0% |