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 | $132,474 | $92,222+43.6% | $76,768+72.6% | $135,375-2.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.57% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,803 | $3,216+18.3% | $2,485+53.0% | $4,779-20.4% |
| Participant deferral / active EE | $10,170 | $4,509+125.6% | $3,852+164.1% | $5,609+81.3% |
| Admin fee / account holder | $92,552 | $10,748+761.1% | $6,675+1286.6% | $10,827+754.8% |