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 | $95,296 | $105,860-10.0% | $90,749+5.0% | $134,475-29.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.62% | -11.01%-1.6pp | -12.16%-0.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $10,721 | $3,462+209.7% | $2,921+267.1% | $4,740+126.2% |
| Participant deferral / active EE | $9,452 | $5,216+81.2% | $4,564+107.1% | $6,400+47.7% |
| Admin fee / account holder | $2,983 | $13,938-78.6% | $8,445-64.7% | $11,426-73.9% |