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 | $126,231 | $81,900+54.1% | $119,609+5.5% | $68,494+84.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.46% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,936 | $2,693+9.0% | $4,232-30.6% | $2,596+13.1% |
| Participant deferral / active EE | $5,313 | $4,148+28.1% | $5,602-5.2% | $4,027+31.9% |
| Admin fee / account holder | $34,141 | $6,582+418.7% | $10,323+230.7% | $5,403+531.9% |