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 | $137,678 | $82,664+66.6% | $125,339+9.8% | $68,494+101.0% |
| Participation rate | 79.2% | 75.0%+4.1pp | 82.4%-3.2pp | 67.9%+11.3pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,992 | $3,381-11.5% | $4,814-37.9% | $2,596+15.2% |
| Participant deferral / active EE | $9,446 | $6,110+54.6% | $7,446+26.9% | $4,027+134.6% |
| Admin fee / account holder | $782 | $6,275-87.5% | $10,010-92.2% | $5,403-85.5% |