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 | $118,412 | $82,664+43.2% | $125,339-5.5% | $68,494+72.9% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -17.45% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,352 | $3,381-30.4% | $4,814-51.1% | $2,596-9.4% |
| Participant deferral / active EE | $9,554 | $6,110+56.4% | $7,446+28.3% | $4,027+137.2% |
| Admin fee / account holder | $6,901 | $6,275+10.0% | $10,010-31.1% | $5,403+27.7% |