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 | $139,094 | $105,860+31.4% | $90,749+53.3% | $134,475+3.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.37% | -11.01%-1.4pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $5,069 | $3,462+46.4% | $2,921+73.6% | $4,740+7.0% |
| Participant deferral / active EE | $2,894 | $5,216-44.5% | $4,564-36.6% | $6,400-54.8% |
| Admin fee / account holder | $1,594 | $13,938-88.6% | $8,445-81.1% | $11,426-86.0% |