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 | $134,102 | $54,350+146.7% | $82,719+62.1% | $68,494+95.8% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -14.45% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,571 | $2,218+61.0% | $3,009+18.7% | $2,596+37.6% |
| Participant deferral / active EE | $3,224 | $3,246-0.7% | $4,395-26.6% | $4,027-19.9% |
| Admin fee / account holder | $4,835 | $4,395+10.0% | $5,329-9.3% | $5,403-10.5% |