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 | $130,081 | $99,032+31.4% | $80,019+62.6% | $135,375-3.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.71% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,091 | $3,043+231.6% | $2,468+308.9% | $4,779+111.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,973 | $10,436-71.5% | $6,521-54.4% | $10,827-72.5% |