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 | $115,032 | $82,664+39.2% | $125,339-8.2% | $68,494+67.9% |
| Participation rate | 79.6% | 75.0%+4.5pp | 82.4%-2.8pp | 67.9%+11.7pp |
| Annual return | -14.92% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,847 | $3,381-45.4% | $4,814-61.6% | $2,596-28.8% |
| Participant deferral / active EE | $9,813 | $6,110+60.6% | $7,446+31.8% | $4,027+143.7% |
| Admin fee / account holder | $1,111 | $6,275-82.3% | $10,010-88.9% | $5,403-79.4% |