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 | $131,607 | $82,664+59.2% | $125,339+5.0% | $68,494+92.1% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,406 | $3,381+59.9% | $4,814+12.3% | $2,596+108.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,400 | $6,275-29.9% | $10,010-56.0% | $5,403-18.6% |