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 | $84,322 | $133,958-37.1% | $112,228-24.9% | $134,475-37.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.47% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,200 | $4,038-45.5% | $3,635-39.5% | $4,740-53.6% |
| Participant deferral / active EE | $8,800 | $5,291+66.3% | $4,728+86.1% | $6,400+37.5% |
| Admin fee / account holder | $25,658 | $7,489+242.6% | $6,410+300.3% | $11,426+124.6% |