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 | $101,831 | $82,286+23.8% | $68,791+48.0% | $134,475-24.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.45% | -2.19%-16.3pp | -6.38%-12.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,315 | $3,301-29.9% | $2,655-12.8% | $4,740-51.1% |
| Participant deferral / active EE | $5,187 | $4,739+9.5% | $3,941+31.6% | $6,400-18.9% |
| Admin fee / account holder | $3,316 | $6,481-48.8% | $4,932-32.8% | $11,426-71.0% |