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 | $118,561 | $99,032+19.7% | $80,019+48.2% | $135,375-12.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.27% | 15.39%-19.7pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,829 | $3,043-39.9% | $2,468-25.9% | $4,779-61.7% |
| Participant deferral / active EE | $2,348 | $4,282-45.2% | $3,686-36.3% | $5,609-58.1% |
| Admin fee / account holder | $1,052 | $10,436-89.9% | $6,521-83.9% | $10,827-90.3% |