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 | $125,145 | $95,193+31.5% | $76,523+63.5% | $135,375-7.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.10% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $7,251 | $3,302+119.6% | $2,647+173.9% | $4,779+51.7% |
| Participant deferral / active EE | $4,450 | $4,639-4.1% | $3,835+16.0% | $5,609-20.7% |
| Admin fee / account holder | $899 | $6,249-85.6% | $4,848-81.5% | $10,827-91.7% |