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 | $76,679 | $127,100-39.7% | $105,738-27.5% | $135,375-43.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.78% | 4.49%-8.3pp | 6.27%-10.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,632 | $4,107-35.9% | $3,268-19.5% | $4,779-44.9% |
| Participant deferral / active EE | $2,579 | $5,064-49.1% | $4,080-36.8% | $5,609-54.0% |
| Admin fee / account holder | $2,509 | $9,087-72.4% | $6,913-63.7% | $10,827-76.8% |