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 | $98,581 | $27,641+256.7% | $61,373+60.6% | $68,494+43.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.42% | -13.24%-0.2pp | 338.61%-352.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $7,891 | $695+1034.5% | $1,159+580.6% | $2,596+203.9% |
| Participant deferral / active EE | $5,628 | $1,263+345.5% | $2,125+164.8% | $4,027+39.7% |
| Admin fee / account holder | $3,027 | $2,010+50.6% | $2,130+42.1% | $5,403-44.0% |