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 | $95,543 | $92,222+3.6% | $76,768+24.5% | $135,375-29.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.17% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,415 | $3,216+6.2% | $2,485+37.4% | $4,779-28.5% |
| Participant deferral / active EE | $6,917 | $4,509+53.4% | $3,852+79.6% | $5,609+23.3% |
| Admin fee / account holder | $13,150 | $10,748+22.3% | $6,675+97.0% | $10,827+21.5% |