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 | $94,216 | $59,107+59.4% | $86,436+9.0% | $68,494+37.6% |
| Participation rate | 90.3% | 75.2%+15.1pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -13.79% | -0.23%-13.6pp | 4394.89%-4408.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,109 | $2,519-16.3% | $3,769-44.0% | $2,596-18.8% |
| Participant deferral / active EE | $4,419 | $5,901-25.1% | $6,952-36.4% | $4,027+9.7% |
| Admin fee / account holder | $8,305 | $5,637+47.3% | $6,731+23.4% | $5,403+53.7% |