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 | $100,420 | $82,664+21.5% | $125,339-19.9% | $68,494+46.6% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -15.12% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,673 | $3,381-50.5% | $4,814-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $3,341 | $6,110-45.3% | $7,446-55.1% | $4,027-17.0% |
| Admin fee / account holder | $1,122 | $6,275-82.1% | $10,010-88.8% | $5,403-79.2% |