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 | $113,337 | $54,229+109.0% | $70,092+61.7% | $68,494+65.5% |
| Participation rate | 83.9% | 64.5%+19.4pp | 70.5%+13.4pp | 67.9%+16.0pp |
| Annual return | -15.01% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,480 | $2,018+72.4% | $2,559+36.0% | $2,596+34.0% |
| Participant deferral / active EE | $8,060 | $2,956+172.7% | $3,849+109.4% | $4,027+100.2% |
| Admin fee / account holder | $4,787 | $4,694+2.0% | $6,267-23.6% | $5,403-11.4% |