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 | $107,955 | $82,664+30.6% | $125,339-13.9% | $68,494+57.6% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,526 | $3,381-25.3% | $4,814-47.5% | $2,596-2.7% |
| Participant deferral / active EE | $7,785 | $6,110+27.4% | $7,446+4.5% | $4,027+93.3% |
| Admin fee / account holder | $27,781 | $6,275+342.7% | $10,010+177.5% | $5,403+414.2% |