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 | $90,552 | $83,908+7.9% | $68,509+32.2% | $125,391-27.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.31% | 14.48%-15.8pp | 8.27%-9.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,284 | $3,031+41.3% | $2,278+88.1% | $4,866-12.0% |
| Participant deferral / active EE | $6,070 | $4,125+47.2% | $3,382+79.5% | $5,352+13.4% |
| Admin fee / account holder | $16,212 | $8,982+80.5% | $5,275+207.4% | $9,540+69.9% |