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 | $101,992 | $82,664+23.4% | $125,339-18.6% | $68,494+48.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,114 | $3,381+51.3% | $4,814+6.2% | $2,596+97.0% |
| Participant deferral / active EE | $9,793 | $6,110+60.3% | $7,446+31.5% | $4,027+143.2% |
| Admin fee / account holder | $1,795 | $6,275-71.4% | $10,010-82.1% | $5,403-66.8% |