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 | $114,373 | $82,664+38.4% | $125,339-8.7% | $68,494+67.0% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -13.94% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $911 | $3,381-73.1% | $4,814-81.1% | $2,596-64.9% |
| Participant deferral / active EE | $8,918 | $6,110+45.9% | $7,446+19.8% | $4,027+121.4% |
| Admin fee / account holder | $13,264 | $6,275+111.4% | $10,010+32.5% | $5,403+145.5% |