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 | $124,472 | $158,817-21.6% | $121,196+2.7% | $135,375-8.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.51% | -0.64%-6.9pp | 16.93%-24.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,223 | $5,665-43.1% | $4,022-19.8% | $4,779-32.5% |
| Participant deferral / active EE | $8,626 | $4,005+115.4% | $3,344+157.9% | $5,609+53.8% |
| Admin fee / account holder | $4,689 | $6,512-28.0% | $5,019-6.6% | $10,827-56.7% |