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 7-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 | $105,627 | $82,664+27.8% | $125,339-15.7% | $68,494+54.2% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -13.94% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,056 | $3,381-9.6% | $4,814-36.5% | $2,596+17.7% |
| Participant deferral / active EE | $7,258 | $6,110+18.8% | $7,446-2.5% | $4,027+80.2% |
| Admin fee / account holder | $8,455 | $6,275+34.7% | $10,010-15.5% | $5,403+56.5% |