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 | $93,542 | $82,664+13.2% | $125,339-25.4% | $68,494+36.6% |
| Participation rate | 81.4% | 75.0%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -13.87% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,387 | $3,381-29.4% | $4,814-50.4% | $2,596-8.0% |
| Participant deferral / active EE | $6,078 | $6,110-0.5% | $7,446-18.4% | $4,027+50.9% |
| Admin fee / account holder | $16,354 | $6,275+160.6% | $10,010+63.4% | $5,403+202.7% |