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 | $99,467 | $91,538+8.7% | $129,995-23.5% | $75,163+32.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.70% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,153 | $2,845-24.3% | $4,320-50.2% | $2,670-19.3% |
| Participant deferral / active EE | $4,268 | $4,341-1.7% | $5,820-26.7% | $4,125+3.5% |
| Admin fee / account holder | $3,019 | $6,790-55.5% | $10,614-71.6% | $5,651-46.6% |