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 | $127,953 | $82,664+54.8% | $125,339+2.1% | $68,494+86.8% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,518 | $3,381-25.5% | $4,814-47.7% | $2,596-3.0% |
| Participant deferral / active EE | $7,056 | $6,110+15.5% | $7,446-5.2% | $4,027+75.2% |
| Admin fee / account holder | $3,940 | $6,275-37.2% | $10,010-60.6% | $5,403-27.1% |