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 | $101,280 | $82,664+22.5% | $125,339-19.2% | $68,494+47.9% |
| Participation rate | 86.7% | 75.0%+11.7pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,178 | $3,381-6.0% | $4,814-34.0% | $2,596+22.4% |
| Participant deferral / active EE | $7,239 | $6,110+18.5% | $7,446-2.8% | $4,027+79.7% |
| Admin fee / account holder | $5,511 | $6,275-12.2% | $10,010-44.9% | $5,403+2.0% |