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 | $111,069 | $82,664+34.4% | $125,339-11.4% | $68,494+62.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -19.24% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $882 | $3,381-73.9% | $4,814-81.7% | $2,596-66.0% |
| Participant deferral / active EE | $5,179 | $6,110-15.2% | $7,446-30.4% | $4,027+28.6% |
| Admin fee / account holder | $5,766 | $6,275-8.1% | $10,010-42.4% | $5,403+6.7% |