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 | $116,179 | $54,350+113.8% | $82,719+40.5% | $68,494+69.6% |
| Participation rate | 82.9% | 63.9%+18.9pp | 72.6%+10.3pp | 67.9%+15.0pp |
| Annual return | -15.49% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,147 | $3,246+58.5% | $4,395+17.1% | $4,027+27.8% |
| Admin fee / account holder | $927 | $4,395-78.9% | $5,329-82.6% | $5,403-82.8% |