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 | $131,046 | $81,900+60.0% | $119,609+9.6% | $68,494+91.3% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -17.94% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $6,683 | $2,693+148.1% | $4,232+57.9% | $2,596+157.4% |
| Participant deferral / active EE | $8,364 | $4,148+101.7% | $5,602+49.3% | $4,027+107.7% |
| Admin fee / account holder | $3,954 | $6,582-39.9% | $10,323-61.7% | $5,403-26.8% |