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 | $118,549 | $73,867+60.5% | $143,757-17.5% | $68,494+73.1% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -13.67% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,205 | $3,184-30.7% | $4,951-55.5% | $2,596-15.1% |
| Participant deferral / active EE | $7,274 | $3,384+114.9% | $5,637+29.0% | $4,027+80.6% |
| Admin fee / account holder | $11,517 | $5,755+100.1% | $14,673-21.5% | $5,403+113.2% |