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 | $120,127 | $78,694+52.7% | $67,652+77.6% | $125,391-4.2% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | -1.34% | 9.46%-10.8pp | 6625.04%-6626.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,493 | $3,044-18.1% | $2,266+10.0% | $4,866-48.8% |
| Participant deferral / active EE | $5,644 | $4,292+31.5% | $3,560+58.6% | $5,352+5.5% |
| Admin fee / account holder | $7,574 | $7,403+2.3% | $4,821+57.1% | $9,540-20.6% |