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 | $117,054 | $78,694+48.7% | $67,652+73.0% | $125,391-6.6% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -0.37% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $7,824 | $3,044+157.0% | $2,266+245.3% | $4,866+60.8% |
| Participant deferral / active EE | $3,141 | $4,292-26.8% | $3,560-11.8% | $5,352-41.3% |
| Admin fee / account holder | $913 | $7,403-87.7% | $4,821-81.1% | $9,540-90.4% |