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 | $108,457 | $127,100-14.7% | $105,738+2.6% | $135,375-19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.69% | 4.49%-9.2pp | 6.27%-11.0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,310 | $4,107-68.1% | $3,268-59.9% | $4,779-72.6% |
| Participant deferral / active EE | $6,550 | $5,064+29.3% | $4,080+60.5% | $5,609+16.8% |
| Admin fee / account holder | $15,301 | $9,087+68.4% | $6,913+121.3% | $10,827+41.3% |