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 | $135,126 | $91,911+47.0% | $68,793+96.4% | $135,375-0.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.09% | -8.22%+2.1pp | -4.63%-1.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $9,004 | $3,924+129.5% | $2,625+243.0% | $4,779+88.4% |
| Participant deferral / active EE | $8,527 | $4,315+97.6% | $3,311+157.5% | $5,609+52.0% |
| Admin fee / account holder | $15,908 | $9,240+72.2% | $5,131+210.1% | $10,827+46.9% |