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 | $106,470 | $117,690-9.5% | $71,735+48.4% | $134,475-20.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -21.20% | 25.44%-46.6pp | 9.14%-30.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,706 | $2,525+46.8% | $1,704+117.5% | $4,740-21.8% |
| Participant deferral / active EE | $8,348 | $3,759+122.1% | $2,658+214.1% | $6,400+30.4% |
| Admin fee / account holder | $2,378 | $6,379-62.7% | $3,974-40.2% | $11,426-79.2% |