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 | $82,772 | $69,518+19.1% | $59,878+38.2% | $135,375-38.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.61% | 7.94%-14.6pp | 3.46%-10.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,305 | $3,235+125.8% | $2,722+168.4% | $4,779+52.9% |
| Participant deferral / active EE | $5,814 | $4,206+38.2% | $3,402+70.9% | $5,609+3.7% |
| Admin fee / account holder | $23,941 | $5,734+317.5% | $3,590+566.8% | $10,827+121.1% |