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 | $88,251 | $127,386-30.7% | $115,037-23.3% | $125,391-29.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.08% | 31.28%-31.4pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $4,208 | $5,166-18.6% | $4,608-8.7% | $4,866-13.5% |
| Participant deferral / active EE | $11,485 | $6,423+78.8% | $6,026+90.6% | $5,352+114.6% |
| Admin fee / account holder | $14,566 | $9,516+53.1% | $8,175+78.2% | $9,540+52.7% |