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 | $104,527 | $67,331+55.2% | $60,874+71.7% | $134,475-22.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -17.86% | 49.93%-67.8pp | 16.90%-34.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,997 | $3,096-35.5% | $2,701-26.1% | $4,740-57.9% |
| Participant deferral / active EE | $4,493 | $4,538-1.0% | $3,817+17.7% | $6,400-29.8% |
| Admin fee / account holder | $415 | $4,582-90.9% | $3,224-87.1% | $11,426-96.4% |