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 | $104,570 | $82,664+26.5% | $125,339-16.6% | $68,494+52.7% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -15.58% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,442 | $3,381+31.4% | $4,814-7.7% | $2,596+71.1% |
| Participant deferral / active EE | $6,465 | $6,110+5.8% | $7,446-13.2% | $4,027+60.5% |
| Admin fee / account holder | $5,323 | $6,275-15.2% | $10,010-46.8% | $5,403-1.5% |