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 | $109,505 | $54,229+101.9% | $70,092+56.2% | $68,494+59.9% |
| Participation rate | 75.3% | 64.5%+10.8pp | 70.5%+4.8pp | 67.9%+7.4pp |
| Annual return | -14.37% | -13.87%-0.5pp | 190.73%-205.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,266 | $2,018+12.3% | $2,559-11.5% | $2,596-12.7% |
| Participant deferral / active EE | $4,302 | $2,956+45.6% | $3,849+11.8% | $4,027+6.8% |
| Admin fee / account holder | $16,463 | $4,694+250.7% | $6,267+162.7% | $5,403+204.7% |