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 | $88,319 | $82,286+7.3% | $68,791+28.4% | $134,475-34.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.63% | -2.19%-14.4pp | -6.38%-10.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $8,630 | $3,301+161.5% | $2,655+225.0% | $4,740+82.1% |
| Participant deferral / active EE | $16,401 | $4,739+246.1% | $3,941+316.2% | $6,400+156.3% |
| Admin fee / account holder | $3,575 | $6,481-44.8% | $4,932-27.5% | $11,426-68.7% |