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 9-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 | $115,394 | $133,958-13.9% | $112,228+2.8% | $134,475-14.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.18% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $9,786 | $4,038+142.3% | $3,635+169.2% | $4,740+106.5% |
| Participant deferral / active EE | $3,168 | $5,291-40.1% | $4,728-33.0% | $6,400-50.5% |
| Admin fee / account holder | $840 | $7,489-88.8% | $6,410-86.9% | $11,426-92.6% |