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 | $100,377 | $82,664+21.4% | $125,339-19.9% | $68,494+46.5% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -16.26% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,466 | $3,381-56.6% | $4,814-69.5% | $2,596-43.5% |
| Participant deferral / active EE | $8,151 | $6,110+33.4% | $7,446+9.5% | $4,027+102.4% |
| Admin fee / account holder | $1,980 | $6,275-68.5% | $10,010-80.2% | $5,403-63.4% |