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 | $127,668 | $82,664+54.4% | $125,339+1.9% | $68,494+86.4% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,885 | $3,381-14.7% | $4,814-40.1% | $2,596+11.1% |
| Participant deferral / active EE | $9,753 | $6,110+59.6% | $7,446+31.0% | $4,027+142.2% |
| Admin fee / account holder | $4,862 | $6,275-22.5% | $10,010-51.4% | $5,403-10.0% |