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 | $122,690 | $95,193+28.9% | $76,523+60.3% | $135,375-9.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -6.33% | 4.85%-11.2pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $12,668 | $3,302+283.6% | $2,647+378.6% | $4,779+165.1% |
| Participant deferral / active EE | $10,098 | $4,639+117.7% | $3,835+163.3% | $5,609+80.0% |
| Admin fee / account holder | $9,194 | $6,249+47.1% | $4,848+89.6% | $10,827-15.1% |