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 | $78,464 | $105,860-25.9% | $90,749-13.5% | $134,475-41.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.93% | -11.01%-0.9pp | -12.16%+0.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $9,617 | $3,462+177.8% | $2,921+229.2% | $4,740+102.9% |
| Participant deferral / active EE | $6,354 | $5,216+21.8% | $4,564+39.2% | $6,400-0.7% |
| Admin fee / account holder | $400 | $13,938-97.1% | $8,445-95.3% | $11,426-96.5% |