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 | $101,246 | $84,487+19.8% | $125,339-19.2% | $66,914+51.3% |
| Participation rate | 78.0% | 76.4%+1.6pp | 82.4%-4.4pp | 69.8%+8.2pp |
| Annual return | -15.21% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,294 | $3,553-35.4% | $4,814-52.4% | $2,544-9.9% |
| Participant deferral / active EE | $4,826 | $6,781-28.8% | $7,446-35.2% | $4,237+13.9% |
| Admin fee / account holder | $1,600 | $685+133.6% | $10,010-84.0% | $593+169.7% |