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 | $141,333 | $95,862+47.4% | $79,550+77.7% | $134,475+5.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.04% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,737 | $3,128-12.5% | $2,413+13.4% | $4,740-42.3% |
| Participant deferral / active EE | $15,402 | $4,693+228.2% | $3,985+286.5% | $6,400+140.7% |
| Admin fee / account holder | $708 | $9,126-92.2% | $6,832-89.6% | $11,426-93.8% |