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 | $129,336 | $56,357+129.5% | $104,294+24.0% | $68,494+88.8% |
| Participation rate | 83.9% | 63.3%+20.6pp | 73.3%+10.6pp | 67.9%+16.0pp |
| Annual return | -18.63% | -9.19%-9.4pp | 24.61%-43.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,073 | $1,960+107.8% | $3,372+20.8% | $2,596+56.9% |
| Participant deferral / active EE | $7,096 | $3,077+130.6% | $4,625+53.4% | $4,027+76.2% |
| Admin fee / account holder | $1,588 | $4,903-67.6% | $7,339-78.4% | $5,403-70.6% |