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 | $108,516 | $95,862+13.2% | $79,550+36.4% | $134,475-19.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.77% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,373 | $3,128-56.1% | $2,413-43.1% | $4,740-71.0% |
| Participant deferral / active EE | $5,922 | $4,693+26.2% | $3,985+48.6% | $6,400-7.5% |
| Admin fee / account holder | $675 | $9,126-92.6% | $6,832-90.1% | $11,426-94.1% |