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 | $98,232 | $91,911+6.9% | $68,793+42.8% | $135,375-27.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.31% | -8.22%+1.9pp | -4.63%-1.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,485 | $3,924-11.2% | $2,625+32.8% | $4,779-27.1% |
| Participant deferral / active EE | $5,456 | $4,315+26.4% | $3,311+64.8% | $5,609-2.7% |
| Admin fee / account holder | $852 | $9,240-90.8% | $5,131-83.4% | $10,827-92.1% |