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 | $104,876 | $92,222+13.7% | $76,768+36.6% | $135,375-22.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.18% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $653 | $3,216-79.7% | $2,485-73.7% | $4,779-86.3% |
| Participant deferral / active EE | $2,612 | $4,509-42.1% | $3,852-32.2% | $5,609-53.4% |
| Admin fee / account holder | $2,342 | $10,748-78.2% | $6,675-64.9% | $10,827-78.4% |