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 | $100,471 | $69,010+45.6% | $159,960-37.2% | $68,494+46.7% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -17.69% | -9.65%-8.0pp | 408.60%-426.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $565 | $2,213-74.5% | $4,226-86.6% | $2,596-78.2% |
| Participant deferral / active EE | $4,475 | $4,212+6.2% | $6,182-27.6% | $4,027+11.1% |
| Admin fee / account holder | $7,510 | $4,798+56.5% | $8,698-13.7% | $5,403+39.0% |