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 | $122,975 | $82,664+48.8% | $125,339-1.9% | $68,494+79.5% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -10.56% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,873 | $3,381-15.0% | $4,814-40.3% | $2,596+10.7% |
| Participant deferral / active EE | $8,156 | $6,110+33.5% | $7,446+9.5% | $4,027+102.5% |
| Admin fee / account holder | $698 | $6,275-88.9% | $10,010-93.0% | $5,403-87.1% |