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 | $109,404 | $82,664+32.3% | $125,339-12.7% | $68,494+59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,598 | $3,381+65.6% | $4,814+16.3% | $2,596+115.6% |
| Participant deferral / active EE | $4,530 | $6,110-25.9% | $7,446-39.2% | $4,027+12.5% |
| Admin fee / account holder | $1,215 | $6,275-80.6% | $10,010-87.9% | $5,403-77.5% |