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 | $117,296 | $69,010+70.0% | $159,960-26.7% | $68,494+71.2% |
| Participation rate | 97.6% | 65.4%+32.2pp | 78.0%+19.7pp | 67.9%+29.7pp |
| Annual return | -12.36% | -9.65%-2.7pp | 408.60%-421.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $6,143 | $2,213+177.5% | $4,226+45.4% | $2,596+136.6% |
| Participant deferral / active EE | $9,752 | $4,212+131.5% | $6,182+57.7% | $4,027+142.2% |
| Admin fee / account holder | $3,922 | $4,798-18.3% | $8,698-54.9% | $5,403-27.4% |