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 | $88,984 | $95,193-6.5% | $76,523+16.3% | $135,375-34.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.43% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,982 | $3,302+50.9% | $2,647+88.2% | $4,779+4.3% |
| Participant deferral / active EE | $6,827 | $4,639+47.1% | $3,835+78.0% | $5,609+21.7% |
| Admin fee / account holder | $1,894 | $6,249-69.7% | $4,848-60.9% | $10,827-82.5% |