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 | $86,409 | $211,958-59.2% | $169,463-49.0% | $135,375-36.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.72% | 3.26%-7.0pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,892 | $5,120-63.0% | $4,159-54.5% | $4,779-60.4% |
| Participant deferral / active EE | $3,778 | $6,075-37.8% | $5,277-28.4% | $5,609-32.6% |
| Admin fee / account holder | $32,003 | $11,471+179.0% | $9,109+251.3% | $10,827+195.6% |