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 | $118,449 | $92,222+28.4% | $76,768+54.3% | $135,375-12.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.56% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,684 | $3,216+45.7% | $2,485+88.5% | $4,779-2.0% |
| Participant deferral / active EE | $6,515 | $4,509+44.5% | $3,852+69.2% | $5,609+16.2% |
| Admin fee / account holder | $9,876 | $10,748-8.1% | $6,675+48.0% | $10,827-8.8% |