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 | $121,662 | $105,860+14.9% | $90,749+34.1% | $134,475-9.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.23% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,905 | $3,462-45.0% | $2,921-34.8% | $4,740-59.8% |
| Participant deferral / active EE | $4,444 | $5,216-14.8% | $4,564-2.6% | $6,400-30.6% |
| Admin fee / account holder | $8,168 | $13,938-41.4% | $8,445-3.3% | $11,426-28.5% |