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 | $100,346 | $82,664+21.4% | $125,339-19.9% | $68,494+46.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -11.87% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,596 | $3,381-23.2% | $4,814-46.1% | $2,5960% |
| Participant deferral / active EE | $4,030 | $6,110-34.0% | $7,446-45.9% | $4,027+0.1% |
| Admin fee / account holder | $57,181 | $6,275+811.2% | $10,010+471.3% | $5,403+958.4% |