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 | $151,636 | $105,860+43.2% | $90,749+67.1% | $134,475+12.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.86% | -11.01%+8.1pp | -12.16%+9.3pp | 417.96%-420.8pp |
| Employer contribution / active EE | $2,103 | $3,462-39.3% | $2,921-28.0% | $4,740-55.6% |
| Participant deferral / active EE | $5,399 | $5,216+3.5% | $4,564+18.3% | $6,400-15.6% |
| Admin fee / account holder | $5,611 | $13,938-59.7% | $8,445-33.6% | $11,426-50.9% |