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 | $127,684 | $59,107+116.0% | $86,436+47.7% | $68,494+86.4% |
| Participation rate | 86.7% | 75.2%+11.4pp | 80.3%+6.3pp | 67.9%+18.8pp |
| Annual return | -15.74% | -0.23%-15.5pp | 4394.89%-4410.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,870 | $2,519+13.9% | $3,769-23.8% | $2,596+10.5% |
| Participant deferral / active EE | $5,424 | $5,901-8.1% | $6,952-22.0% | $4,027+34.7% |
| Admin fee / account holder | $12,187 | $5,637+116.2% | $6,731+81.1% | $5,403+125.6% |