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 | $125,669 | $56,357+123.0% | $104,294+20.5% | $68,494+83.5% |
| Participation rate | 73.7% | 63.3%+10.4pp | 73.3%+0.4pp | 67.9%+5.8pp |
| Annual return | -15.57% | -9.19%-6.4pp | 24.61%-40.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $908 | $1,960-53.7% | $3,372-73.1% | $2,596-65.0% |
| Participant deferral / active EE | $5,665 | $3,077+84.1% | $4,625+22.5% | $4,027+40.7% |
| Admin fee / account holder | $26,055 | $4,903+431.5% | $7,339+255.0% | $5,403+382.3% |