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 | $142,063 | $107,791+31.8% | $90,645+56.7% | $135,375+4.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.29% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,387 | $3,018+144.8% | $2,532+191.8% | $4,779+54.6% |
| Participant deferral / active EE | $3,978 | $3,872+2.7% | $3,425+16.2% | $5,609-29.1% |
| Admin fee / account holder | $1,308 | $5,930-77.9% | $4,994-73.8% | $10,827-87.9% |