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 | $117,423 | $82,664+42.0% | $125,339-6.3% | $68,494+71.4% |
| Participation rate | 87.3% | 75.0%+12.2pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,222 | $3,381+24.9% | $4,814-12.3% | $2,596+62.6% |
| Participant deferral / active EE | $7,470 | $6,110+22.2% | $7,446+0.3% | $4,027+85.5% |
| Admin fee / account holder | $10,676 | $6,275+70.1% | $10,010+6.7% | $5,403+97.6% |