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 | $104,128 | $59,107+76.2% | $86,436+20.5% | $68,494+52.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -18.58% | -0.23%-18.3pp | 4394.89%-4413.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,224 | $5,901+107.1% | $6,952+75.8% | $4,027+203.5% |
| Admin fee / account holder | $2,523 | $5,637-55.2% | $6,731-62.5% | $5,403-53.3% |