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 | $107,559 | $112,300-4.2% | $90,223+19.2% | $125,391-14.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.23% | -0.57%+0.3pp | 1.31%-1.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $8,747 | $5,181+68.8% | $4,378+99.8% | $4,866+79.8% |
| Participant deferral / active EE | $16,473 | $6,733+144.7% | $5,792+184.4% | $5,352+207.8% |
| Admin fee / account holder | $2,390 | $10,990-78.3% | $7,406-67.7% | $9,540-74.9% |