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 | $112,497 | $95,862+17.4% | $79,550+41.4% | $134,475-16.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 69.5%+18.7pp | 81.2%+7.0pp |
| Annual return | -14.84% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,466 | $3,128-53.1% | $2,413-39.2% | $4,740-69.1% |
| Participant deferral / active EE | $5,123 | $4,693+9.2% | $3,985+28.5% | $6,400-20.0% |
| Admin fee / account holder | $1,828 | $9,126-80.0% | $6,832-73.2% | $11,426-84.0% |