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 | $124,779 | $158,817-21.4% | $121,196+3.0% | $135,375-7.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.71% | -0.64%-6.1pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,691 | $5,665-52.5% | $4,022-33.1% | $4,779-43.7% |
| Participant deferral / active EE | $12,383 | $4,005+209.2% | $3,344+270.2% | $5,609+120.8% |
| Admin fee / account holder | $4,640 | $6,512-28.8% | $5,019-7.6% | $10,827-57.1% |