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 | $104,864 | $83,908+25.0% | $68,509+53.1% | $125,391-16.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.09% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $10,536 | $3,031+247.6% | $2,278+362.6% | $4,866+116.5% |
| Participant deferral / active EE | $8,503 | $4,125+106.1% | $3,382+151.4% | $5,352+58.9% |
| Admin fee / account holder | $1,920 | $8,982-78.6% | $5,275-63.6% | $9,540-79.9% |