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 5-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 | $86,378 | $91,911-6.0% | $68,793+25.6% | $135,375-36.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.36% | -8.22%+3.9pp | -4.63%+0.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,580 | $3,924-59.7% | $2,625-39.8% | $4,779-66.9% |
| Participant deferral / active EE | $1,750 | $4,315-59.5% | $3,311-47.2% | $5,609-68.8% |
| Admin fee / account holder | $14,387 | $9,240+55.7% | $5,131+180.4% | $10,827+32.9% |