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 | $116,900 | $69,010+69.4% | $159,960-26.9% | $68,494+70.7% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -13.74% | -9.65%-4.1pp | 408.60%-422.3pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,444 | $2,213+100.8% | $4,226+5.2% | $2,596+71.2% |
| Participant deferral / active EE | $9,007 | $4,212+113.8% | $6,182+45.7% | $4,027+123.7% |
| Admin fee / account holder | $1,521 | $4,798-68.3% | $8,698-82.5% | $5,403-71.9% |