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 | $78,420 | $85,790-8.6% | $67,313+16.5% | $135,375-42.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.88% | -0.54%-3.3pp | -4.08%+0.2pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,015 | $3,487-70.9% | $2,566-60.4% | $4,779-78.8% |
| Participant deferral / active EE | $4,205 | $4,651-9.6% | $3,568+17.9% | $5,609-25.0% |
| Admin fee / account holder | $12,471 | $6,392+95.1% | $4,507+176.7% | $10,827+15.2% |