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 9-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 | $126,786 | $27,641+358.7% | $61,373+106.6% | $68,494+85.1% |
| Participation rate | 72.1% | 39.5%+32.6pp | 52.6%+19.5pp | 67.9%+4.2pp |
| Annual return | -16.50% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,631 | $695+134.5% | $1,159+40.7% | $2,596-37.2% |
| Participant deferral / active EE | $6,276 | $1,263+396.9% | $2,125+195.4% | $4,027+55.9% |
| Admin fee / account holder | $2,713 | $2,010+35.0% | $2,130+27.4% | $5,403-49.8% |