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 | $193,884 | $82,664+134.5% | $125,339+54.7% | $68,494+183.1% |
| Participation rate | 80.3% | 75.0%+5.3pp | 82.4%-2.1pp | 67.9%+12.4pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,245 | $3,381-4.0% | $4,814-32.6% | $2,596+25.0% |
| Participant deferral / active EE | $8,572 | $6,110+40.3% | $7,446+15.1% | $4,027+112.8% |
| Admin fee / account holder | $4,634 | $6,275-26.2% | $10,010-53.7% | $5,403-14.2% |