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 | $117,663 | $66,302+77.5% | $110,238+6.7% | $56,287+109.0% |
| Participation rate | 97.2% | 74.9%+22.3pp | 79.8%+17.4pp | 69.9%+27.3pp |
| Annual return | -1.36% | -1.18%-0.2pp | 314.74%-316.1pp | -9.96%+8.6pp |
| Employer contribution / active EE | $3,153 | $2,047+54.0% | $3,826-17.6% | $2,111+49.4% |
| Participant deferral / active EE | $8,844 | $3,381+161.6% | $4,672+89.3% | $3,350+164.0% |
| Admin fee / account holder | $1,223 | $698+75.1% | $8,547-85.7% | $521+134.8% |