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 | $105,308 | $95,862+9.9% | $79,550+32.4% | $134,475-21.7% |
| Participation rate | 70.8% | 75.0%-4.2pp | 69.5%+1.3pp | 81.2%-10.4pp |
| Annual return | -18.06% | -2.69%-15.4pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,967 | $3,128+122.7% | $2,413+188.7% | $4,740+47.0% |
| Participant deferral / active EE | $7,586 | $4,693+61.7% | $3,985+90.4% | $6,400+18.5% |
| Admin fee / account holder | $16,610 | $9,126+82.0% | $6,832+143.1% | $11,426+45.4% |