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 | $96,139 | $95,862+0.3% | $79,550+20.9% | $134,475-28.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -15.82% | -2.69%-13.1pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,692 | $3,128+145.9% | $2,413+218.8% | $4,740+62.3% |
| Participant deferral / active EE | $4,057 | $4,693-13.6% | $3,985+1.8% | $6,400-36.6% |
| Admin fee / account holder | $3,695 | $9,126-59.5% | $6,832-45.9% | $11,426-67.7% |