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 | $138,591 | $81,900+69.2% | $119,609+15.9% | $68,494+102.3% |
| Participation rate | 88.4% | 71.9%+16.5pp | 79.3%+9.1pp | 67.9%+20.5pp |
| Annual return | -18.55% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,068 | $2,693+88.1% | $4,232+19.7% | $2,596+95.2% |
| Participant deferral / active EE | $9,905 | $4,148+138.8% | $5,602+76.8% | $4,027+146.0% |
| Admin fee / account holder | $1,801 | $6,582-72.6% | $10,323-82.6% | $5,403-66.7% |