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 | $109,355 | $133,958-18.4% | $112,228-2.6% | $134,475-18.7% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -9.43% | 47.11%-56.5pp | 27.45%-36.9pp | 417.96%-427.4pp |
| Employer contribution / active EE | $6,392 | $4,038+58.3% | $3,635+75.9% | $4,740+34.9% |
| Participant deferral / active EE | $6,455 | $5,291+22.0% | $4,728+36.5% | $6,400+0.9% |
| Admin fee / account holder | $8,992 | $7,489+20.1% | $6,410+40.3% | $11,426-21.3% |