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 | $119,881 | $97,044+23.5% | $83,333+43.9% | $135,375-11.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.94% | 12.31%-21.3pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,696 | $4,143-10.8% | $3,379+9.4% | $4,779-22.7% |
| Participant deferral / active EE | $2,359 | $5,964-60.5% | $5,565-57.6% | $5,609-57.9% |
| Admin fee / account holder | $1,149 | $8,380-86.3% | $7,510-84.7% | $10,827-89.4% |