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 | $131,083 | $82,664+58.6% | $125,339+4.6% | $68,494+91.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,241 | $3,381-4.1% | $4,814-32.7% | $2,596+24.8% |
| Participant deferral / active EE | $9,738 | $6,110+59.4% | $7,446+30.8% | $4,027+141.8% |
| Admin fee / account holder | $10,465 | $6,275+66.8% | $10,010+4.5% | $5,403+93.7% |