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 | $129,038 | $82,664+56.1% | $125,339+3.0% | $68,494+88.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -18.64% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,212 | $3,381+24.6% | $4,814-12.5% | $2,596+62.2% |
| Participant deferral / active EE | $11,769 | $6,110+92.6% | $7,446+58.0% | $4,027+192.2% |
| Admin fee / account holder | $28,791 | $6,275+358.8% | $10,010+187.6% | $5,403+432.9% |