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 | $103,887 | $175,600-40.8% | $129,110-19.5% | $134,475-22.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | -11.39%-6.3pp | -10.94%-6.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $10,532 | $6,355+65.7% | $5,052+108.5% | $4,740+122.2% |
| Participant deferral / active EE | $6,451 | $7,975-19.1% | $6,542-1.4% | $6,400+0.8% |
| Admin fee / account holder | $1,452 | $23,567-93.8% | $14,302-89.8% | $11,426-87.3% |