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 | $105,710 | $82,664+27.9% | $125,339-15.7% | $68,494+54.3% |
| Participation rate | 96.3% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,965 | $3,381+17.3% | $4,814-17.6% | $2,596+52.7% |
| Participant deferral / active EE | $7,569 | $6,110+23.9% | $7,446+1.6% | $4,027+87.9% |
| Admin fee / account holder | $5,951 | $6,275-5.2% | $10,010-40.5% | $5,403+10.1% |