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 7-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 | $102,718 | $82,664+24.3% | $125,339-18.0% | $68,494+50.0% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,081 | $3,381-8.9% | $4,814-36.0% | $2,596+18.7% |
| Participant deferral / active EE | $6,432 | $6,110+5.3% | $7,446-13.6% | $4,027+59.7% |
| Admin fee / account holder | $4,199 | $6,275-33.1% | $10,010-58.0% | $5,403-22.3% |