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 | $133,610 | $84,487+58.1% | $125,339+6.6% | $66,914+99.7% |
| Participation rate | 88.2% | 76.4%+11.8pp | 82.4%+5.9pp | 69.8%+18.4pp |
| Annual return | -16.83% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,003 | $3,553-15.5% | $4,814-37.6% | $2,544+18.0% |
| Participant deferral / active EE | $10,529 | $6,781+55.3% | $7,446+41.4% | $4,237+148.5% |
| Admin fee / account holder | $11,800 | $685+1622.6% | $10,010+17.9% | $593+1889.1% |