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 | $129,278 | $46,674+177.0% | $117,472+10.1% | $68,494+88.7% |
| Participation rate | 96.6% | 56.8%+39.8pp | 70.6%+26.0pp | 67.9%+28.7pp |
| Annual return | -13.81% | -14.52%+0.7pp | 29.74%-43.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $419 | $1,505-72.2% | $4,176-90.0% | $2,596-83.9% |
| Participant deferral / active EE | $5,403 | $2,636+104.9% | $4,070+32.7% | $4,027+34.2% |
| Admin fee / account holder | $8,200 | $4,020+104.0% | $5,645+45.3% | $5,403+51.8% |