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 | $61,149 | $73,867-17.2% | $143,757-57.5% | $68,494-10.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.59% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,729 | $3,184-14.3% | $4,951-44.9% | $2,596+5.1% |
| Participant deferral / active EE | $4,663 | $3,384+37.8% | $5,637-17.3% | $4,027+15.8% |
| Admin fee / account holder | $14,482 | $5,755+151.7% | $14,673-1.3% | $5,403+168.1% |