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 | $112,670 | $82,664+36.3% | $125,339-10.1% | $68,494+64.5% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -11.80% | -5.97%-5.8pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,113 | $3,381-7.9% | $4,814-35.3% | $2,596+19.9% |
| Participant deferral / active EE | $8,472 | $6,110+38.6% | $7,446+13.8% | $4,027+110.4% |
| Admin fee / account holder | $12,287 | $6,275+95.8% | $10,010+22.8% | $5,403+127.4% |