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 | $103,925 | $91,911+13.1% | $68,793+51.1% | $135,375-23.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.16% | -8.22%+2.1pp | -4.63%-1.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $11,316 | $3,924+188.4% | $2,625+331.1% | $4,779+136.8% |
| Participant deferral / active EE | $3,044 | $4,315-29.5% | $3,311-8.1% | $5,609-45.7% |
| Admin fee / account holder | $12,825 | $9,240+38.8% | $5,131+150.0% | $10,827+18.5% |