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 | $100,021 | $81,900+22.1% | $119,609-16.4% | $68,494+46.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.44% | -23.82%+6.4pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,720 | $2,693+75.2% | $4,232+11.5% | $2,596+81.8% |
| Participant deferral / active EE | $5,254 | $4,148+26.7% | $5,602-6.2% | $4,027+30.5% |
| Admin fee / account holder | $9,324 | $6,582+41.7% | $10,323-9.7% | $5,403+72.6% |