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 | $72,694 | $133,958-45.7% | $112,228-35.2% | $134,475-45.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.32% | 47.11%-55.4pp | 27.45%-35.8pp | 417.96%-426.3pp |
| Employer contribution / active EE | $4,042 | $4,038+0.1% | $3,635+11.2% | $4,740-14.7% |
| Participant deferral / active EE | $1,640 | $5,291-69.0% | $4,728-65.3% | $6,400-74.4% |
| Admin fee / account holder | $6,262 | $7,489-16.4% | $6,410-2.3% | $11,426-45.2% |