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 6-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 | $102,896 | $95,862+7.3% | $79,550+29.3% | $134,475-23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.23% | -2.69%-17.5pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,620 | $3,128+47.7% | $2,413+91.4% | $4,740-2.5% |
| Participant deferral / active EE | $14,399 | $4,693+206.8% | $3,985+261.3% | $6,400+125.0% |
| Admin fee / account holder | $6,095 | $9,126-33.2% | $6,832-10.8% | $11,426-46.7% |