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 | $112,372 | $53,162+111.4% | $91,220+23.2% | $68,494+64.1% |
| Participation rate | 76.5% | 63.2%+13.3pp | 73.2%+3.3pp | 67.9%+8.6pp |
| Annual return | -17.73% | -3.14%-14.6pp | 114.01%-131.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,312 | $1,709+152.3% | $2,850+51.3% | $2,596+66.1% |
| Participant deferral / active EE | $1,895 | $2,974-36.3% | $4,234-55.2% | $4,027-53.0% |
| Admin fee / account holder | $1,093 | $4,493-75.7% | $5,420-79.8% | $5,403-79.8% |