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 | $108,445 | $105,860+2.4% | $90,749+19.5% | $134,475-19.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -7.43% | -11.01%+3.6pp | -12.16%+4.7pp | 417.96%-425.4pp |
| Employer contribution / active EE | $5,515 | $3,462+59.3% | $2,921+88.8% | $4,740+16.4% |
| Participant deferral / active EE | $6,877 | $5,216+31.9% | $4,564+50.7% | $6,400+7.5% |
| Admin fee / account holder | $67,742 | $13,938+386.0% | $8,445+702.2% | $11,426+492.9% |