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 4-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 | $70,511 | $73,867-4.5% | $143,757-51.0% | $68,494+2.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.83% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,221 | $3,184-30.2% | $4,951-55.1% | $2,596-14.4% |
| Participant deferral / active EE | $4,602 | $3,384+36.0% | $5,637-18.4% | $4,027+14.3% |
| Admin fee / account holder | $1,103 | $5,755-80.8% | $14,673-92.5% | $5,403-79.6% |