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 | $101,076 | $72,404+39.6% | $110,238-8.3% | $64,186+57.5% |
| Participation rate | 78.2% | 73.3%+4.9pp | 79.8%-1.6pp | 69.6%+8.6pp |
| Annual return | -4.51% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,857 | $2,282+25.2% | $3,826-25.3% | $2,381+20.0% |
| Participant deferral / active EE | $7,582 | $3,469+118.6% | $4,672+62.3% | $3,470+118.5% |
| Admin fee / account holder | $1,729 | $5,664-69.5% | $8,547-79.8% | $4,888-64.6% |