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 | $104,099 | $211,958-50.9% | $169,463-38.6% | $135,375-23.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.65% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,679 | $5,120-47.7% | $4,159-35.6% | $4,779-43.9% |
| Participant deferral / active EE | $4,263 | $6,075-29.8% | $5,277-19.2% | $5,609-24.0% |
| Admin fee / account holder | $23,390 | $11,471+103.9% | $9,109+156.8% | $10,827+116.0% |