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 | $112,354 | $82,664+35.9% | $125,339-10.4% | $68,494+64.0% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -14.28% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,844 | $3,381+13.7% | $4,814-20.2% | $2,596+48.0% |
| Participant deferral / active EE | $12,436 | $6,110+103.5% | $7,446+67.0% | $4,027+208.8% |
| Admin fee / account holder | $10,198 | $6,275+62.5% | $10,010+1.9% | $5,403+88.8% |