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 | $75,305 | $54,229+38.9% | $70,092+7.4% | $68,494+9.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,639 | $2,018+278.5% | $2,559+198.6% | $2,596+194.2% |
| Participant deferral / active EE | $6,342 | $2,956+114.6% | $3,849+64.8% | $4,027+57.5% |
| Admin fee / account holder | $1,983 | $4,694-57.8% | $6,267-68.4% | $5,403-63.3% |