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 | $114,689 | $43,723+162.3% | $121,196-5.4% | $64,186+78.7% |
| Participation rate | 92.6% | 58.3%+34.3pp | 71.7%+20.8pp | 69.6%+23.0pp |
| Annual return | -6.84% | 68.91%-75.7pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,782 | $2,280+329.0% | $3,344+192.5% | $3,470+181.9% |
| Admin fee / account holder | $3,198 | $3,501-8.7% | $5,019-36.3% | $4,888-34.6% |