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 | $98,580 | $95,862+2.8% | $79,550+23.9% | $134,475-26.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,864 | $3,128+247.3% | $2,413+350.2% | $4,740+129.2% |
| Participant deferral / active EE | $9,898 | $4,693+110.9% | $3,985+148.4% | $6,400+54.7% |
| Admin fee / account holder | $1,001 | $9,126-89.0% | $6,832-85.3% | $11,426-91.2% |