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 | $118,603 | $82,664+43.5% | $125,339-5.4% | $68,494+73.2% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -18.65% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $7,200 | $3,381+112.9% | $4,814+49.6% | $2,596+177.3% |
| Participant deferral / active EE | $5,776 | $6,110-5.5% | $7,446-22.4% | $4,027+43.4% |
| Admin fee / account holder | $700 | $6,275-88.8% | $10,010-93.0% | $5,403-87.0% |