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 | $125,273 | $78,694+59.2% | $67,652+85.2% | $125,391-0.1% |
| Participation rate | 94.4% | 78.8%+15.6pp | 75.7%+18.8pp | 83.2%+11.3pp |
| Annual return | -1.60% | 9.46%-11.1pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $3,611 | $3,044+18.6% | $2,266+59.4% | $4,866-25.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,680 | $7,403-36.8% | $4,821-2.9% | $9,540-50.9% |