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 | $142,344 | $82,664+72.2% | $125,339+13.6% | $68,494+107.8% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -17.81% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,638 | $3,381+7.6% | $4,814-24.4% | $2,596+40.1% |
| Participant deferral / active EE | $10,607 | $6,110+73.6% | $7,446+42.4% | $4,027+163.4% |
| Admin fee / account holder | $1,904 | $6,275-69.7% | $10,010-81.0% | $5,403-64.8% |