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 | $136,776 | $82,286+66.2% | $68,791+98.8% | $134,475+1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.18% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,385 | $3,301-27.7% | $2,655-10.2% | $4,740-49.7% |
| Participant deferral / active EE | $6,558 | $4,739+38.4% | $3,941+66.4% | $6,400+2.5% |
| Admin fee / account holder | $1,671 | $6,481-74.2% | $4,932-66.1% | $11,426-85.4% |