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 | $104,483 | $69,010+51.4% | $159,960-34.7% | $68,494+52.5% |
| Participation rate | 89.9% | 65.4%+24.4pp | 78.0%+11.9pp | 67.9%+22.0pp |
| Annual return | -10.25% | -9.65%-0.6pp | 408.60%-418.9pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,063 | $2,213-52.0% | $4,226-74.8% | $2,596-59.0% |
| Participant deferral / active EE | $4,420 | $4,212+4.9% | $6,182-28.5% | $4,027+9.8% |
| Admin fee / account holder | $3,047 | $4,798-36.5% | $8,698-65.0% | $5,403-43.6% |