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 | $116,409 | $82,664+40.8% | $125,339-7.1% | $68,494+70.0% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -11.54% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,402 | $3,381-58.5% | $4,814-70.9% | $2,596-46.0% |
| Participant deferral / active EE | $7,914 | $6,110+29.5% | $7,446+6.3% | $4,027+96.5% |
| Admin fee / account holder | $15,852 | $6,275+152.6% | $10,010+58.4% | $5,403+193.4% |