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 | $102,935 | $99,032+3.9% | $80,019+28.6% | $135,375-24.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.41% | 15.39%-22.8pp | 11.22%-18.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,809 | $3,043-7.7% | $2,468+13.8% | $4,779-41.2% |
| Participant deferral / active EE | $4,331 | $4,282+1.2% | $3,686+17.5% | $5,609-22.8% |
| Admin fee / account holder | $405 | $10,436-96.1% | $6,521-93.8% | $10,827-96.3% |