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 7-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 | $109,293 | $78,694+38.9% | $67,652+61.6% | $125,391-12.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -1.06% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $8,820 | $3,044+189.8% | $2,266+289.3% | $4,866+81.3% |
| Participant deferral / active EE | $5,867 | $4,292+36.7% | $3,560+64.8% | $5,352+9.6% |
| Admin fee / account holder | $1,686 | $7,403-77.2% | $4,821-65.0% | $9,540-82.3% |