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 | $103,822 | $82,664+25.6% | $125,339-17.2% | $68,494+51.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,303 | $3,381-2.3% | $4,814-31.4% | $2,596+27.2% |
| Participant deferral / active EE | $5,787 | $6,110-5.3% | $7,446-22.3% | $4,027+43.7% |
| Admin fee / account holder | $16,657 | $6,275+165.4% | $10,010+66.4% | $5,403+208.3% |