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 9-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 | $129,561 | $82,664+56.7% | $125,339+3.4% | $68,494+89.2% |
| Participation rate | 70.6% | 75.0%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -14.54% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,987 | $3,381+47.5% | $4,814+3.6% | $2,596+92.1% |
| Participant deferral / active EE | $8,913 | $6,110+45.9% | $7,446+19.7% | $4,027+121.3% |
| Admin fee / account holder | $2,506 | $6,275-60.1% | $10,010-75.0% | $5,403-53.6% |