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 | $96,938 | $82,664+17.3% | $125,339-22.7% | $68,494+41.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,256 | $3,381-33.3% | $4,814-53.1% | $2,596-13.1% |
| Participant deferral / active EE | $7,270 | $6,110+19.0% | $7,446-2.4% | $4,027+80.5% |
| Admin fee / account holder | $854 | $6,275-86.4% | $10,010-91.5% | $5,403-84.2% |