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 | $89,890 | $69,518+29.3% | $59,878+50.1% | $135,375-33.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.30% | 7.94%-11.2pp | 3.46%-6.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $4,842 | $3,235+49.7% | $2,722+77.9% | $4,779+1.3% |
| Participant deferral / active EE | $3,242 | $4,206-22.9% | $3,402-4.7% | $5,609-42.2% |
| Admin fee / account holder | $1,649 | $5,734-71.2% | $3,590-54.1% | $10,827-84.8% |