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 | $110,023 | $82,664+33.1% | $125,339-12.2% | $68,494+60.6% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,478 | $3,381-56.3% | $4,814-69.3% | $2,596-43.1% |
| Participant deferral / active EE | $7,047 | $6,110+15.3% | $7,446-5.4% | $4,027+75.0% |
| Admin fee / account holder | $3,201 | $6,275-49.0% | $10,010-68.0% | $5,403-40.7% |