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 | $117,270 | $105,860+10.8% | $90,749+29.2% | $134,475-12.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.04% | -11.01%-4.0pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,274 | $3,462+23.4% | $2,921+46.3% | $4,740-9.8% |
| Participant deferral / active EE | $5,468 | $5,216+4.8% | $4,564+19.8% | $6,400-14.6% |
| Admin fee / account holder | $48,319 | $13,938+246.7% | $8,445+472.2% | $11,426+322.9% |