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 | $97,083 | $85,790+13.2% | $67,313+44.2% | $135,375-28.3% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.1%+24.3pp | 82.6%+10.7pp |
| Annual return | -3.63% | -0.54%-3.1pp | -4.08%+0.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $7,948 | $3,487+127.9% | $2,566+209.8% | $4,779+66.3% |
| Participant deferral / active EE | $2,070 | $4,651-55.5% | $3,568-42.0% | $5,609-63.1% |
| Admin fee / account holder | $11,406 | $6,392+78.4% | $4,507+153.1% | $10,827+5.3% |