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 | $107,657 | $82,664+30.2% | $125,339-14.1% | $68,494+57.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,531 | $3,381+4.4% | $4,814-26.7% | $2,596+36.0% |
| Participant deferral / active EE | $7,378 | $6,110+20.7% | $7,446-0.9% | $4,027+83.2% |
| Admin fee / account holder | $2,754 | $6,275-56.1% | $10,010-72.5% | $5,403-49.0% |