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 | $137,972 | $69,010+99.9% | $159,960-13.7% | $68,494+101.4% |
| Participation rate | 84.9% | 65.4%+19.5pp | 78.0%+7.0pp | 67.9%+17.1pp |
| Annual return | -12.37% | -9.65%-2.7pp | 408.60%-421.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,578 | $2,213+61.6% | $4,226-15.3% | $2,596+37.8% |
| Participant deferral / active EE | $10,915 | $4,212+159.1% | $6,182+76.5% | $4,027+171.0% |
| Admin fee / account holder | $6,294 | $4,798+31.2% | $8,698-27.6% | $5,403+16.5% |