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 | $104,458 | $82,664+26.4% | $125,339-16.7% | $68,494+52.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,515 | $3,381+4.0% | $4,814-27.0% | $2,596+35.4% |
| Participant deferral / active EE | $9,088 | $6,110+48.7% | $7,446+22.0% | $4,027+125.7% |
| Admin fee / account holder | $4,417 | $6,275-29.6% | $10,010-55.9% | $5,403-18.2% |