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 | $118,542 | $42,894+176.4% | $60,874+94.7% | $68,494+73.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.69% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $8,314 | $1,978+320.3% | $2,701+207.7% | $2,596+220.2% |
| Participant deferral / active EE | $9,422 | $2,867+228.7% | $3,817+146.9% | $4,027+134.0% |
| Admin fee / account holder | $4,490 | $3,101+44.8% | $3,224+39.3% | $5,403-16.9% |