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 | $72,901 | $73,867-1.3% | $143,757-49.3% | $68,494+6.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.89% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,424 | $3,184-23.9% | $4,951-51.0% | $2,596-6.6% |
| Participant deferral / active EE | $8,190 | $3,384+142.0% | $5,637+45.3% | $4,027+103.4% |
| Admin fee / account holder | $9,046 | $5,755+57.2% | $14,673-38.3% | $5,403+67.4% |