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 | $106,490 | $73,867+44.2% | $143,757-25.9% | $68,494+55.5% |
| Participation rate | 98.6% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.7pp |
| Annual return | -15.06% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,398 | $3,184+69.5% | $4,951+9.0% | $2,596+107.9% |
| Participant deferral / active EE | $3,075 | $3,384-9.2% | $5,637-45.5% | $4,027-23.7% |
| Admin fee / account holder | $6,879 | $5,755+19.5% | $14,673-53.1% | $5,403+27.3% |