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 | $121,774 | $92,222+32.0% | $76,768+58.6% | $135,375-10.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.03% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $9,717 | $3,216+202.2% | $2,485+291.0% | $4,779+103.3% |
| Participant deferral / active EE | $7,421 | $4,509+64.6% | $3,852+92.7% | $5,609+32.3% |
| Admin fee / account holder | $837 | $10,748-92.2% | $6,675-87.5% | $10,827-92.3% |