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 | $62,877 | $69,010-8.9% | $159,960-60.7% | $68,494-8.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -10.76% | -9.65%-1.1pp | 408.60%-419.4pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,317 | $2,213+4.7% | $4,226-45.2% | $2,596-10.8% |
| Participant deferral / active EE | $4,825 | $4,212+14.5% | $6,182-22.0% | $4,027+19.8% |
| Admin fee / account holder | $3,797 | $4,798-20.9% | $8,698-56.3% | $5,403-29.7% |