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 | $98,799 | $127,386-22.4% | $115,037-14.1% | $125,391-21.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.69% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $13,434 | $5,166+160.0% | $4,608+191.5% | $4,866+176.1% |
| Participant deferral / active EE | $10,103 | $6,423+57.3% | $6,026+67.6% | $5,352+88.8% |
| Admin fee / account holder | $3,034 | $9,516-68.1% | $8,175-62.9% | $9,540-68.2% |