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 | $129,497 | $82,664+56.7% | $125,339+3.3% | $68,494+89.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -10.40% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $3,835 | $3,381+13.4% | $4,814-20.3% | $2,596+47.7% |
| Participant deferral / active EE | $7,692 | $6,110+25.9% | $7,446+3.3% | $4,027+91.0% |
| Admin fee / account holder | $4,046 | $6,275-35.5% | $10,010-59.6% | $5,403-25.1% |