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 | $93,412 | $81,900+14.1% | $119,609-21.9% | $68,494+36.4% |
| Participation rate | 97.1% | 71.9%+25.3pp | 79.3%+17.9pp | 67.9%+29.3pp |
| Annual return | -15.32% | -23.82%+8.5pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $12,629 | $2,693+368.9% | $4,232+198.4% | $2,596+386.4% |
| Participant deferral / active EE | $5,642 | $4,148+36.0% | $5,602+0.7% | $4,027+40.1% |
| Admin fee / account holder | $8,359 | $6,582+27.0% | $10,323-19.0% | $5,403+54.7% |