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 | $100,590 | $81,258+23.8% | $105,218-4.4% | $59,632+68.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | -0.65% | 1.96%-2.6pp | 5.33%-6.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $13,042 | $2,562+409.1% | $3,255+300.7% | $2,203+492.1% |
| Participant deferral / active EE | $8,328 | $3,881+114.6% | $4,867+71.1% | $3,192+160.9% |
| Admin fee / account holder | $3,276 | $5,841-43.9% | $6,992-53.1% | $4,297-23.8% |