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 | $113,653 | $95,193+19.4% | $76,523+48.5% | $135,375-16.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.24% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $10,746 | $3,302+225.4% | $2,647+305.9% | $4,779+124.9% |
| Participant deferral / active EE | $8,322 | $4,639+79.4% | $3,835+117.0% | $5,609+48.4% |
| Admin fee / account holder | $2,053 | $6,249-67.1% | $4,848-57.6% | $10,827-81.0% |