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 | $126,985 | $90,590+40.2% | $90,782+39.9% | $135,375-6.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.01% | -3.40%-2.6pp | -3.42%-2.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,083 | $4,352+62.7% | $4,105+72.5% | $4,779+48.2% |
| Participant deferral / active EE | $3,669 | $5,407-32.1% | $5,366-31.6% | $5,609-34.6% |
| Admin fee / account holder | $11,046 | $7,683+43.8% | $5,908+87.0% | $10,827+2.0% |