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 | $126,814 | $105,860+19.8% | $90,749+39.7% | $134,475-5.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.83% | -11.01%+2.2pp | -12.16%+3.3pp | 417.96%-426.8pp |
| Employer contribution / active EE | $5,914 | $3,462+70.8% | $2,921+102.5% | $4,740+24.8% |
| Participant deferral / active EE | $5,425 | $5,216+4.0% | $4,564+18.9% | $6,400-15.2% |
| Admin fee / account holder | $39,837 | $13,938+185.8% | $8,445+371.7% | $11,426+248.7% |