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 | $103,113 | $59,805+72.4% | $79,550+29.6% | $68,494+50.5% |
| Participation rate | 80.7% | 61.1%+19.6pp | 69.5%+11.2pp | 67.9%+12.8pp |
| Annual return | -15.82% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,854 | $3,024+159.7% | $3,985+97.1% | $4,027+95.0% |
| Admin fee / account holder | $16,759 | $4,835+246.6% | $6,832+145.3% | $5,403+210.2% |