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 | $134,414 | $82,664+62.6% | $125,339+7.2% | $68,494+96.2% |
| Participation rate | 85.9% | 75.0%+10.9pp | 82.4%+3.5pp | 67.9%+18.0pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,904 | $3,381+15.5% | $4,814-18.9% | $2,596+50.4% |
| Participant deferral / active EE | $13,637 | $6,110+123.2% | $7,446+83.1% | $4,027+238.6% |
| Admin fee / account holder | $3,940 | $6,275-37.2% | $10,010-60.6% | $5,403-27.1% |