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 | $117,668 | $72,404+62.5% | $110,238+6.7% | $64,186+83.3% |
| Participation rate | 76.2% | 73.3%+2.9pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | -6.40% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,416 | $2,282-37.9% | $3,826-63.0% | $2,381-40.5% |
| Participant deferral / active EE | $4,923 | $3,469+41.9% | $4,672+5.4% | $3,470+41.9% |
| Admin fee / account holder | $1,919 | $5,664-66.1% | $8,547-77.6% | $4,888-60.7% |