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 | $131,116 | $95,862+36.8% | $79,550+64.8% | $134,475-2.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.21% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $7,962 | $3,128+154.5% | $2,413+230.0% | $4,740+68.0% |
| Participant deferral / active EE | $9,903 | $4,693+111.0% | $3,985+148.5% | $6,400+54.7% |
| Admin fee / account holder | $4,703 | $9,126-48.5% | $6,832-31.2% | $11,426-58.8% |