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 | $91,593 | $105,860-13.5% | $90,749+0.9% | $134,475-31.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.73% | -11.01%-8.7pp | -12.16%-7.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $6,716 | $3,462+94.0% | $2,921+129.9% | $4,740+41.7% |
| Participant deferral / active EE | $3,878 | $5,216-25.6% | $4,564-15.0% | $6,400-39.4% |
| Admin fee / account holder | $513 | $13,938-96.3% | $8,445-93.9% | $11,426-95.5% |