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 5-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 | $128,975 | $95,862+34.5% | $79,550+62.1% | $134,475-4.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.46% | -2.69%-8.8pp | 0.16%-11.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,039 | $3,128-2.8% | $2,413+25.9% | $4,740-35.9% |
| Participant deferral / active EE | $10,678 | $4,693+127.5% | $3,985+168.0% | $6,400+66.9% |
| Admin fee / account holder | $721 | $9,126-92.1% | $6,832-89.4% | $11,426-93.7% |