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 | $87,437 | $91,538-4.5% | $129,995-32.7% | $75,163+16.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.74% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,048 | $2,845-63.2% | $4,320-75.7% | $2,670-60.7% |
| Participant deferral / active EE | $3,199 | $4,341-26.3% | $5,820-45.0% | $4,125-22.5% |
| Admin fee / account holder | $3,705 | $6,790-45.4% | $10,614-65.1% | $5,651-34.4% |