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 | $120,850 | $54,229+122.9% | $70,092+72.4% | $68,494+76.4% |
| Participation rate | 77.5% | 64.5%+13.0pp | 70.5%+7.0pp | 67.9%+9.6pp |
| Annual return | -16.87% | -13.87%-3.0pp | 190.73%-207.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,070 | $2,018-47.0% | $2,559-58.2% | $2,596-58.8% |
| Participant deferral / active EE | $3,028 | $2,956+2.4% | $3,849-21.3% | $4,027-24.8% |
| Admin fee / account holder | $13,526 | $4,694+188.1% | $6,267+115.8% | $5,403+150.4% |