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 | $113,376 | $59,107+91.8% | $86,436+31.2% | $68,494+65.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -16.01% | -0.23%-15.8pp | 4394.89%-4410.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,152 | $2,519+25.1% | $3,769-16.4% | $2,596+21.4% |
| Participant deferral / active EE | $6,104 | $5,901+3.4% | $6,952-12.2% | $4,027+51.6% |
| Admin fee / account holder | $2,741 | $5,637-51.4% | $6,731-59.3% | $5,403-49.3% |