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 | $104,099 | $82,664+25.9% | $125,339-16.9% | $68,494+52.0% |
| Participation rate | 75.3% | 75.0%+0.3pp | 82.4%-7.0pp | 67.9%+7.4pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,115 | $3,381-37.5% | $4,814-56.1% | $2,596-18.5% |
| Participant deferral / active EE | $4,232 | $6,110-30.7% | $7,446-43.2% | $4,027+5.1% |
| Admin fee / account holder | $15,033 | $6,275+139.6% | $10,010+50.2% | $5,403+178.3% |