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 | $128,701 | $95,193+35.2% | $76,523+68.2% | $135,375-4.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.79% | 4.85%-10.6pp | -0.27%-5.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,308 | $3,302+60.7% | $2,647+100.5% | $4,779+11.1% |
| Participant deferral / active EE | $13,613 | $4,639+193.4% | $3,835+254.9% | $5,609+142.7% |
| Admin fee / account holder | $1,246 | $6,249-80.1% | $4,848-74.3% | $10,827-88.5% |