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 | $61,538 | $48,265+27.5% | $68,791-10.5% | $68,494-10.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -11.98% | -12.71%+0.7pp | -6.38%-5.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $6,484 | $1,829+254.6% | $2,655+144.2% | $2,596+149.7% |
| Participant deferral / active EE | $4,391 | $2,867+53.2% | $3,941+11.4% | $4,027+9.0% |
| Admin fee / account holder | $6,154 | $4,355+41.3% | $4,932+24.8% | $5,403+13.9% |