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 | $125,705 | $211,958-40.7% | $169,463-25.8% | $135,375-7.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.43% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,442 | $5,120-52.3% | $4,159-41.3% | $4,779-48.9% |
| Participant deferral / active EE | $8,844 | $6,075+45.6% | $5,277+67.6% | $5,609+57.7% |
| Admin fee / account holder | $39,561 | $11,471+244.9% | $9,109+334.3% | $10,827+265.4% |