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 | $138,150 | $82,664+67.1% | $125,339+10.2% | $68,494+101.7% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,786 | $3,381-17.6% | $4,814-42.1% | $2,596+7.3% |
| Participant deferral / active EE | $7,537 | $6,110+23.3% | $7,446+1.2% | $4,027+87.2% |
| Admin fee / account holder | $13,378 | $6,275+113.2% | $10,010+33.7% | $5,403+147.6% |