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 | $128,382 | $82,664+55.3% | $125,339+2.4% | $68,494+87.4% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,190 | $3,381-5.6% | $4,814-33.7% | $2,596+22.9% |
| Participant deferral / active EE | $6,091 | $6,110-0.3% | $7,446-18.2% | $4,027+51.2% |
| Admin fee / account holder | $3,815 | $6,275-39.2% | $10,010-61.9% | $5,403-29.4% |