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 | $123,560 | $99,032+24.8% | $80,019+54.4% | $135,375-8.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.89% | 15.39%-24.3pp | 11.22%-20.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,852 | $3,043-39.1% | $2,468-24.9% | $4,779-61.2% |
| Participant deferral / active EE | $10,981 | $4,282+156.4% | $3,686+197.9% | $5,609+95.8% |
| Admin fee / account holder | $5,000 | $10,436-52.1% | $6,521-23.3% | $10,827-53.8% |