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 | $119,185 | $67,331+77.0% | $60,874+95.8% | $134,475-11.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -16.36% | 49.93%-66.3pp | 16.90%-33.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,791 | $4,538-38.5% | $3,817-26.9% | $6,400-56.4% |
| Admin fee / account holder | $607 | $4,582-86.7% | $3,224-81.2% | $11,426-94.7% |