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 | $83,714 | $110,094-24.0% | $151,611-44.8% | $68,494+22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.60% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,044 | $4,471-9.5% | $6,166-34.4% | $2,596+55.8% |
| Participant deferral / active EE | $3,859 | $6,527-40.9% | $8,363-53.9% | $4,027-4.2% |
| Admin fee / account holder | $14,931 | $7,719+93.4% | $11,616+28.5% | $5,403+176.4% |