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 | $130,105 | $82,286+58.1% | $68,791+89.1% | $134,475-3.2% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -19.29% | -2.19%-17.1pp | -6.38%-12.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,248 | $3,301-1.6% | $2,655+22.3% | $4,740-31.5% |
| Participant deferral / active EE | $6,038 | $4,739+27.4% | $3,941+53.2% | $6,400-5.7% |
| Admin fee / account holder | $1,583 | $6,481-75.6% | $4,932-67.9% | $11,426-86.1% |