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 | $142,827 | $75,935+88.1% | $60,547+135.9% | $125,391+13.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.41% | -5.38%+5.0pp | 335.64%-336.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,862 | $3,438+12.3% | $2,419+59.6% | $4,866-20.6% |
| Participant deferral / active EE | $9,363 | $4,506+107.8% | $3,328+181.3% | $5,352+75.0% |
| Admin fee / account holder | $3,385 | $6,768-50.0% | $4,536-25.4% | $9,540-64.5% |