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 | $123,195 | $82,664+49.0% | $125,339-1.7% | $68,494+79.9% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -7.06% | -5.97%-1.1pp | 572.05%-579.1pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,591 | $3,381-23.4% | $4,814-46.2% | $2,596-0.2% |
| Participant deferral / active EE | $9,015 | $6,110+47.5% | $7,446+21.1% | $4,027+123.9% |
| Admin fee / account holder | $4,566 | $6,275-27.2% | $10,010-54.4% | $5,403-15.5% |