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 | $134,637 | $73,867+82.3% | $143,757-6.3% | $68,494+96.6% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -13.55% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $8,667 | $3,184+172.2% | $4,951+75.1% | $2,596+233.8% |
| Participant deferral / active EE | $6,689 | $3,384+97.6% | $5,637+18.7% | $4,027+66.1% |
| Admin fee / account holder | $15,526 | $5,755+169.8% | $14,673+5.8% | $5,403+187.4% |