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 | $128,031 | $83,908+52.6% | $68,509+86.9% | $125,391+2.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.98% | 14.48%-15.5pp | 8.27%-9.3pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,490 | $3,031+15.1% | $2,278+53.2% | $4,866-28.3% |
| Participant deferral / active EE | $5,548 | $4,125+34.5% | $3,382+64.0% | $5,352+3.7% |
| Admin fee / account holder | $6,299 | $8,982-29.9% | $5,275+19.4% | $9,540-34.0% |