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 | $96,950 | $82,664+17.3% | $125,339-22.6% | $68,494+41.5% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,029 | $3,381-10.4% | $4,814-37.1% | $2,596+16.7% |
| Participant deferral / active EE | $6,480 | $6,110+6.0% | $7,446-13.0% | $4,027+60.9% |
| Admin fee / account holder | $12,223 | $6,275+94.8% | $10,010+22.1% | $5,403+126.2% |