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 | $94,797 | $100,754-5.9% | $86,677+9.4% | $134,475-29.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 29.04%-45.2pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,653 | $3,489+119.3% | $2,836+169.8% | $4,740+61.5% |
| Participant deferral / active EE | $2,200 | $5,338-58.8% | $4,656-52.8% | $6,400-65.6% |
| Admin fee / account holder | $29,476 | $10,926+169.8% | $7,493+293.4% | $11,426+158.0% |