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 | $143,982 | $82,286+75.0% | $68,791+109.3% | $134,475+7.1% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -7.65% | -2.19%-5.5pp | -6.38%-1.3pp | 417.96%-425.6pp |
| Employer contribution / active EE | $5,882 | $3,301+78.2% | $2,655+121.5% | $4,740+24.1% |
| Participant deferral / active EE | $3,492 | $4,739-26.3% | $3,941-11.4% | $6,400-45.4% |
| Admin fee / account holder | $7,134 | $6,481+10.1% | $4,932+44.6% | $11,426-37.6% |