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 | $112,860 | $95,862+17.7% | $79,550+41.9% | $134,475-16.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.85% | -2.69%-16.2pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $922 | $3,128-70.5% | $2,413-61.8% | $4,740-80.5% |
| Participant deferral / active EE | $11,002 | $4,693+134.4% | $3,985+176.1% | $6,400+71.9% |
| Admin fee / account holder | $616 | $9,126-93.3% | $6,832-91.0% | $11,426-94.6% |