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 | $73,054 | $69,010+5.9% | $159,960-54.3% | $68,494+6.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -18.08% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,075 | $2,213-6.3% | $4,226-50.9% | $2,596-20.1% |
| Participant deferral / active EE | $5,636 | $4,212+33.8% | $6,182-8.8% | $4,027+39.9% |
| Admin fee / account holder | $467 | $4,798-90.3% | $8,698-94.6% | $5,403-91.4% |