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 9-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 | $118,898 | $54,350+118.8% | $82,719+43.7% | $68,494+73.6% |
| Participation rate | 75.5% | 63.9%+11.6pp | 72.6%+3.0pp | 67.9%+7.6pp |
| Annual return | -16.90% | -13.67%-3.2pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,337 | $2,218-39.7% | $3,009-55.6% | $2,596-48.5% |
| Participant deferral / active EE | $4,181 | $3,246+28.8% | $4,395-4.9% | $4,027+3.8% |
| Admin fee / account holder | $4,042 | $4,395-8.0% | $5,329-24.1% | $5,403-25.2% |