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 | $123,722 | $82,664+49.7% | $125,339-1.3% | $68,494+80.6% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,325 | $3,381-31.2% | $4,814-51.7% | $2,596-10.5% |
| Participant deferral / active EE | $8,562 | $6,110+40.1% | $7,446+15.0% | $4,027+112.6% |
| Admin fee / account holder | $14,442 | $6,275+130.1% | $10,010+44.3% | $5,403+167.3% |