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 | $96,555 | $82,664+16.8% | $125,339-23.0% | $68,494+41.0% |
| Participation rate | 70.6% | 75.0%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -18.89% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,483 | $3,381-26.6% | $4,814-48.4% | $2,596-4.4% |
| Participant deferral / active EE | $4,228 | $6,110-30.8% | $7,446-43.2% | $4,027+5.0% |
| Admin fee / account holder | $13,133 | $6,275+109.3% | $10,010+31.2% | $5,403+143.1% |