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 | $121,108 | $82,664+46.5% | $125,339-3.4% | $68,494+76.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,038 | $3,381-10.2% | $4,814-36.9% | $2,596+17.0% |
| Participant deferral / active EE | $7,902 | $6,110+29.3% | $7,446+6.1% | $4,027+96.2% |
| Admin fee / account holder | $571 | $6,275-90.9% | $10,010-94.3% | $5,403-89.4% |