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 | $109,711 | $87,540+25.3% | $75,781+44.8% | $125,391-12.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.68% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $7,459 | $3,930+89.8% | $3,323+124.5% | $4,866+53.3% |
| Participant deferral / active EE | $5,348 | $4,229+26.5% | $3,651+46.5% | $5,352-0.1% |
| Admin fee / account holder | $6,894 | $6,502+6.0% | $5,299+30.1% | $9,540-27.7% |