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 | $106,827 | $69,010+54.8% | $159,960-33.2% | $68,494+56.0% |
| Participation rate | 93.2% | 65.4%+27.8pp | 78.0%+15.2pp | 67.9%+25.3pp |
| Annual return | -17.26% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,059 | $2,213+128.5% | $4,226+19.7% | $2,596+94.8% |
| Participant deferral / active EE | $10,262 | $4,212+143.6% | $6,182+66.0% | $4,027+154.8% |
| Admin fee / account holder | $3,054 | $4,798-36.4% | $8,698-64.9% | $5,403-43.5% |