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 | $116,292 | $97,044+19.8% | $83,333+39.5% | $135,375-14.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.52% | 12.31%-21.8pp | 10.63%-20.2pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,256 | $4,143-45.6% | $3,379-33.2% | $4,779-52.8% |
| Participant deferral / active EE | $6,331 | $5,964+6.1% | $5,565+13.8% | $5,609+12.9% |
| Admin fee / account holder | $6,765 | $8,380-19.3% | $7,510-9.9% | $10,827-37.5% |