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 | $125,457 | $87,540+43.3% | $75,781+65.6% | $125,391+0.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.50% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $15,690 | $3,930+299.2% | $3,323+372.1% | $4,866+222.4% |
| Participant deferral / active EE | $9,825 | $4,229+132.3% | $3,651+169.1% | $5,352+83.6% |
| Admin fee / account holder | $903 | $6,502-86.1% | $5,299-83.0% | $9,540-90.5% |