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 | $118,390 | $95,862+23.5% | $79,550+48.8% | $134,475-12.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -15.35% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,455 | $3,128+42.4% | $2,413+84.6% | $4,740-6.0% |
| Participant deferral / active EE | $8,515 | $4,693+81.5% | $3,985+113.7% | $6,400+33.1% |
| Admin fee / account holder | $1,091 | $9,126-88.0% | $6,832-84.0% | $11,426-90.5% |