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 | $125,342 | $59,107+112.1% | $86,436+45.0% | $68,494+83.0% |
| Participation rate | 86.4% | 75.2%+11.1pp | 80.3%+6.0pp | 67.9%+18.5pp |
| Annual return | -16.99% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,487 | $2,519-41.0% | $3,769-60.6% | $2,596-42.7% |
| Participant deferral / active EE | $6,591 | $5,901+11.7% | $6,952-5.2% | $4,027+63.7% |
| Admin fee / account holder | $10,668 | $5,637+89.3% | $6,731+58.5% | $5,403+97.5% |