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 | $112,072 | $95,193+17.7% | $76,523+46.5% | $135,375-17.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.38% | 4.85%-12.2pp | -0.27%-7.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,706 | $3,302-48.3% | $2,647-35.5% | $4,779-64.3% |
| Participant deferral / active EE | $8,127 | $4,639+75.2% | $3,835+111.9% | $5,609+44.9% |
| Admin fee / account holder | $1,301 | $6,249-79.2% | $4,848-73.2% | $10,827-88.0% |