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 5-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 | $122,781 | $82,664+48.5% | $125,339-2.0% | $68,494+79.3% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -9.95% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,889 | $3,381-14.6% | $4,814-40.0% | $2,596+11.3% |
| Participant deferral / active EE | $6,179 | $6,110+1.1% | $7,446-17.0% | $4,027+53.4% |
| Admin fee / account holder | $2,485 | $6,275-60.4% | $10,010-75.2% | $5,403-54.0% |