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 | $136,583 | $85,790+59.2% | $67,313+102.9% | $135,375+0.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.77% | -0.54%-6.2pp | -4.08%-2.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,176 | $3,487-8.9% | $2,566+23.8% | $4,779-33.5% |
| Participant deferral / active EE | $6,353 | $4,651+36.6% | $3,568+78.0% | $5,609+13.3% |
| Admin fee / account holder | $1,735 | $6,392-72.9% | $4,507-61.5% | $10,827-84.0% |