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 | $124,599 | $72,404+72.1% | $110,238+13.0% | $64,186+94.1% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -4.77% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,935 | $3,469+42.2% | $4,672+5.6% | $3,470+42.2% |
| Admin fee / account holder | $5,780 | $5,664+2.0% | $8,547-32.4% | $4,888+18.3% |