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 | $115,857 | $133,958-13.5% | $112,228+3.2% | $134,475-13.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.39% | 47.11%-53.5pp | 27.45%-33.8pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,223 | $4,038-44.9% | $3,635-38.8% | $4,740-53.1% |
| Participant deferral / active EE | $3,085 | $5,291-41.7% | $4,728-34.8% | $6,400-51.8% |
| Admin fee / account holder | $702 | $7,489-90.6% | $6,410-89.0% | $11,426-93.9% |