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 | $116,259 | $78,694+47.7% | $67,652+71.8% | $125,391-7.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.59% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $4,086 | $3,044+34.2% | $2,266+80.4% | $4,866-16.0% |
| Participant deferral / active EE | $9,264 | $4,292+115.8% | $3,560+160.2% | $5,352+73.1% |
| Admin fee / account holder | $10,513 | $7,403+42.0% | $4,821+118.1% | $9,540+10.2% |