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 | $131,484 | $82,664+59.1% | $125,339+4.9% | $68,494+92.0% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -13.20% | -5.97%-7.2pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,555 | $3,381+34.7% | $4,814-5.4% | $2,596+75.4% |
| Participant deferral / active EE | $10,549 | $6,110+72.6% | $7,446+41.7% | $4,027+162.0% |
| Admin fee / account holder | $43,592 | $6,275+594.6% | $10,010+335.5% | $5,403+706.9% |