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 | $121,214 | $81,900+48.0% | $119,609+1.3% | $68,494+77.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -1.78% | -23.82%+22.0pp | -14.97%+13.2pp | -7.84%+6.1pp |
| Employer contribution / active EE | $7,636 | $2,693+183.5% | $4,232+80.4% | $2,596+194.1% |
| Participant deferral / active EE | $7,979 | $4,148+92.4% | $5,602+42.4% | $4,027+98.1% |
| Admin fee / account holder | $3,081 | $6,582-53.2% | $10,323-70.2% | $5,403-43.0% |