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 | $109,209 | $82,664+32.1% | $125,339-12.9% | $68,494+59.4% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,705 | $3,381-20.0% | $4,814-43.8% | $2,596+4.2% |
| Participant deferral / active EE | $7,181 | $6,110+17.5% | $7,446-3.6% | $4,027+78.3% |
| Admin fee / account holder | $11,467 | $6,275+82.7% | $10,010+14.6% | $5,403+112.2% |