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 | $117,164 | $99,640+17.6% | $86,436+35.6% | $134,475-12.9% |
| Participation rate | 76.9% | 82.0%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -13.58% | 6782.58%-6796.2pp | 4394.89%-4408.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $609 | $4,400-86.2% | $3,769-83.8% | $4,740-87.1% |
| Participant deferral / active EE | $8,881 | $7,246+22.6% | $6,952+27.8% | $6,400+38.8% |
| Admin fee / account holder | $564 | $8,371-93.3% | $6,731-91.6% | $11,426-95.1% |