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 | $115,477 | $82,664+39.7% | $125,339-7.9% | $68,494+68.6% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,171 | $3,381-6.2% | $4,814-34.1% | $2,596+22.1% |
| Participant deferral / active EE | $8,863 | $6,110+45.1% | $7,446+19.0% | $4,027+120.1% |
| Admin fee / account holder | $9,331 | $6,275+48.7% | $10,010-6.8% | $5,403+72.7% |