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 | $121,659 | $95,862+26.9% | $79,550+52.9% | $134,475-9.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.67% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,626 | $3,128-16.0% | $2,413+8.8% | $4,740-44.6% |
| Participant deferral / active EE | $11,664 | $4,693+148.5% | $3,985+192.7% | $6,400+82.2% |
| Admin fee / account holder | $550 | $9,126-94.0% | $6,832-92.0% | $11,426-95.2% |