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 | $129,698 | $72,404+79.1% | $110,238+17.7% | $64,186+102.1% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -3.39% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,710 | $2,282-25.0% | $3,826-55.3% | $2,381-28.2% |
| Participant deferral / active EE | $5,988 | $3,469+72.6% | $4,672+28.2% | $3,470+72.6% |
| Admin fee / account holder | $1,060 | $5,664-81.3% | $8,547-87.6% | $4,888-78.3% |