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 | $126,995 | $100,754+26.0% | $86,677+46.5% | $134,475-5.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,780 | $3,489-20.3% | $2,836-2.0% | $4,740-41.3% |
| Participant deferral / active EE | $7,167 | $5,338+34.3% | $4,656+53.9% | $6,400+12.0% |
| Admin fee / account holder | $19,197 | $10,926+75.7% | $7,493+156.2% | $11,426+68.0% |