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 | $139,387 | $110,094+26.6% | $151,611-8.1% | $68,494+103.5% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -14.03% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $8,565 | $4,471+91.6% | $6,166+38.9% | $2,596+229.9% |
| Participant deferral / active EE | $7,308 | $6,527+12.0% | $8,363-12.6% | $4,027+81.5% |
| Admin fee / account holder | $53,909 | $7,719+598.4% | $11,616+364.1% | $5,403+897.8% |