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 | $108,115 | $107,791+0.3% | $90,645+19.3% | $135,375-20.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -7.21% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,993 | $3,018-33.9% | $2,532-21.3% | $4,779-58.3% |
| Participant deferral / active EE | $5,894 | $3,872+52.2% | $3,425+72.1% | $5,609+5.1% |
| Admin fee / account holder | $8,984 | $5,930+51.5% | $4,994+79.9% | $10,827-17.0% |