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 | $133,379 | $95,862+39.1% | $79,550+67.7% | $134,475-0.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.24% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $8,513 | $3,128+172.2% | $2,413+252.8% | $4,740+79.6% |
| Participant deferral / active EE | $10,419 | $4,693+122.0% | $3,985+161.4% | $6,400+62.8% |
| Admin fee / account holder | $2,401 | $9,126-73.7% | $6,832-64.9% | $11,426-79.0% |