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 | $123,752 | $82,664+49.7% | $125,339-1.3% | $68,494+80.7% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -13.58% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,266 | $3,381+55.7% | $4,814+9.4% | $2,596+102.8% |
| Participant deferral / active EE | $4,517 | $6,110-26.1% | $7,446-39.3% | $4,027+12.2% |
| Admin fee / account holder | $5,034 | $6,275-19.8% | $10,010-49.7% | $5,403-6.8% |