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 | $103,969 | $82,664+25.8% | $125,339-17.0% | $68,494+51.8% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,799 | $3,381+12.4% | $4,814-21.1% | $2,596+46.3% |
| Participant deferral / active EE | $10,088 | $6,110+65.1% | $7,446+35.5% | $4,027+150.5% |
| Admin fee / account holder | $4,199 | $6,275-33.1% | $10,010-58.0% | $5,403-22.3% |