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 | $110,719 | $82,664+33.9% | $125,339-11.7% | $68,494+61.6% |
| Participation rate | 95.2% | 75.0%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,790 | $3,381+41.7% | $4,814-0.5% | $2,596+84.5% |
| Participant deferral / active EE | $11,156 | $6,110+82.6% | $7,446+49.8% | $4,027+177.0% |
| Admin fee / account holder | $2,981 | $6,275-52.5% | $10,010-70.2% | $5,403-44.8% |