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 | $98,581 | $117,690-16.2% | $71,735+37.4% | $134,475-26.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | 25.44%-41.6pp | 9.14%-25.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,000 | $2,525+18.9% | $1,704+76.1% | $4,740-36.7% |
| Participant deferral / active EE | $11,051 | $3,759+194.0% | $2,658+315.8% | $6,400+72.7% |
| Admin fee / account holder | $460 | $6,379-92.8% | $3,974-88.4% | $11,426-96.0% |